Capital Impact Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-44,369
| Closed | -$1.19M | – | 99 |
|
|
2024
Q1 | $1.19M | Sell |
44,369
-4,263
| -9% | -$115K | 1.55% | 21 |
|
|
2023
Q4 | $1.99M | Buy |
48,632
+29,185
| +150% | +$1.19M | 2.61% | 4 |
|
|
2023
Q3 | $555K | Buy |
19,447
+16,812
| +638% | +$480K | 0.93% | 52 |
|
|
2023
Q2 | $94.4K | Hold |
2,635
| – | – | 0.1% | 171 |
|
|
2023
Q1 | $41.9K | Sell |
2,635
-1,732
| -40% | -$27.5K | 0.05% | 176 |
|
|
2022
Q4 | $57.7K | Buy |
4,367
+471
| +12% | +$6.23K | 0.06% | 233 |
|
|
2022
Q3 | $76K | Sell |
3,896
-2,902
| -43% | -$56.6K | 0.08% | 226 |
|
|
2022
Q2 | $215K | Sell |
6,798
-4,744
| -41% | -$150K | 0.2% | 192 |
|
|
2022
Q1 | $1.26M | Buy |
+11,542
| New | +$1.26M | 0.92% | 14 |
|