Bogart Wealth LLC’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.6K | Buy |
1,200
+700
| +140% | +$45.3K | ﹤0.01% | 359 |
|
|
2025
Q1 | $23K | Buy |
+500
| New | +$23K | ﹤0.01% | 556 |
|
|
2024
Q3 | – | Sell |
-3,500
| Closed | -$82.6K | – | 1220 |
|
|
2024
Q2 | $82.6K | Buy |
+3,500
| New | +$82.6K | ﹤0.01% | 320 |
|
|
2022
Q4 | – | Sell |
-15
| Closed | – | – | 1217 |
|
|
2022
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1188 |
|