Capitolis 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
Q1
Sell
-18,524
Closed -$2.8M 485
2021
Q4
$2.8M Buy
18,524
+3,736
+25% +$565K 0.02% 372
2021
Q3
$5.67M Buy
+14,788
New +$5.67M 0.05% 224