C.M. Bidwell & Associates’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2	Closed	-$82	–	548
2023 Q4	$82	Sell	2 -1,015	-100%	-$41.6K	﹤0.01%	488
2023 Q3	$29K	Sell	1,017 -1,120	-52%	-$32K	0.02%	323
2023 Q2	$76.5K	Buy	+2,137	New	+$76.5K	0.06%	258