Capital Advisory Group Advisory Services’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,599	Closed	-$174K	–	473
2022 Q1	$174K	Buy	+1,599	New	+$174K	0.08%	165
2021 Q4	–	Sell	-361	Closed	-$114K	–	480
2021 Q3	$114K	Buy	361 +331	+1,103%	+$105K	0.04%	224
2021 Q2	$4K	Buy	+30	New	+$4K	﹤0.01%	481