Bordeaux Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-105,396	Closed	-$2.19M	–	90
2022 Q3	$2.19M	Buy	105,396 +45,396	+76%	+$944K	1.38%	14
2022 Q2	$1.9M	Hold	60,000	–	–	1.31%	15
2022 Q1	$6.55M	Hold	60,000	–	–	3.53%	9
2021 Q4	$9.08M	Buy	+60,000	New	+$9.08M	4.17%	8