Carmichael Hill & Associates’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $425 | Hold |
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|
2024
Q1 | $485 | Hold |
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|
2023
Q4 | $736 | Hold |
|
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|
2023
Q3 | $514 | Hold |
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|
2023
Q2 | $645 | Hold |
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|
2023
Q1 | $287 | Hold |
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|
2022
Q4 | $238 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q4 | $14K | Buy |
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|
2021
Q3 | $16K | Buy |
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|
2021
Q2 | – | Hold |
|