Carmichael Hill & 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
Q3 | – | Sell |
-18
| Closed | -$425 | – | 701 |
|
|
2024
Q2 | $425 | Hold |
18
| – | – | ﹤0.01% | 649 |
|
|
2024
Q1 | $485 | Hold |
18
| – | – | ﹤0.01% | 648 |
|
|
2023
Q4 | $736 | Hold |
18
| – | – | ﹤0.01% | 640 |
|
|
2023
Q3 | $514 | Hold |
18
| – | – | ﹤0.01% | 646 |
|
|
2023
Q2 | $645 | Hold |
18
| – | – | ﹤0.01% | 645 |
|
|
2023
Q1 | $287 | Hold |
18
| – | – | ﹤0.01% | 661 |
|
|
2022
Q4 | $238 | Hold |
18
| – | – | ﹤0.01% | 650 |
|
|
2022
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 783 |
|
|
2022
Q2 | $1K | Sell |
18
-218
| -92% | -$12.1K | ﹤0.01% | 684 |
|
|
2022
Q1 | $26K | Buy |
236
+143
| +154% | +$15.8K | 0.01% | 372 |
|
|
2021
Q4 | $14K | Buy |
93
+43
| +86% | +$6.47K | 0.01% | 451 |
|
|
2021
Q3 | $16K | Buy |
+50
| New | +$16K | 0.01% | 432 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 705 |
|