Charles Schwab Investment Advisory’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,371	Closed	-$477K	–	116
2022 Q1	$477K	Sell	4,371 -210	-5%	-$22.9K	﹤0.01%	67
2021 Q4	$693K	Buy	+4,581	New	+$693K	﹤0.01%	64