CSWM
Cassady Schiller Wealth Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $309K | Sell |
5,013
-189
| -4% | -$11.6K | 0.11% | 89 |
|
|
2024
Q3 | $208K | Buy |
5,202
+1,009
| +24% | +$40.4K | 0.08% | 116 |
|
|
2024
Q2 | $98.9K | Buy |
4,193
+957
| +30% | +$22.6K | 0.04% | 156 |
|
|
2024
Q1 | $87K | Buy |
3,236
+488
| +18% | +$13.1K | 0.04% | 169 |
|
|
2023
Q4 | $112K | Buy |
2,748
+527
| +24% | +$21.5K | 0.06% | 143 |
|
|
2023
Q3 | $63.4K | Buy |
2,221
+526
| +31% | +$15K | 0.04% | 175 |
|
|
2023
Q2 | $60.7K | Buy |
1,695
+516
| +44% | +$18.5K | 0.03% | 176 |
|
|
2023
Q1 | $18.7K | Buy |
1,179
+483
| +69% | +$7.68K | 0.01% | 275 |
|
|
2022
Q4 | $9.2K | Buy |
+696
| New | +$9.2K | 0.01% | 326 |
|