Cetera Advisor Networks’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,524
| Closed | -$377K | – | 2787 |
|
|
2023
Q2 | $377K | Sell |
10,524
-2,908
| -22% | -$104K | ﹤0.01% | 1927 |
|
|
2023
Q1 | $213K | Buy |
13,432
+55
| +0.4% | +$874 | ﹤0.01% | 2282 |
|
|
2022
Q4 | $177K | Buy |
13,377
+1,234
| +10% | +$16.3K | ﹤0.01% | 2294 |
|
|
2022
Q3 | $252K | Buy |
12,143
+2,719
| +29% | +$56.4K | ﹤0.01% | 1721 |
|
|
2022
Q2 | $298K | Buy |
9,424
+5,719
| +154% | +$181K | ﹤0.01% | 1627 |
|
|
2022
Q1 | $404K | Buy |
3,705
+488
| +15% | +$53.2K | ﹤0.01% | 1444 |
|
|
2021
Q4 | $487K | Buy |
3,217
+953
| +42% | +$144K | 0.01% | 1299 |
|
|
2021
Q3 | $716K | Buy |
+2,264
| New | +$716K | 0.01% | 1001 |
|