Cherry Creek Investment Advisors’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
-3,204
Closed -$350K 106
2022
Q1
$350K Buy
3,204
+386
+14% +$42.2K 0.23% 72
2021
Q4
$426K Buy
2,818
+1,974
+234% +$298K 0.26% 61
2021
Q3
$267K Buy
+844
New +$267K 0.18% 85