CI Investments Inc’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-58
| Closed | -$3K | – | 1330 |
|
|
2025
Q1 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 1281 |
|
|
2022
Q3 | – | Sell |
-31,294
| Closed | -$990K | – | 1359 |
|
|
2022
Q2 | $990K | Buy |
31,294
+4
| +0% | +$127 | ﹤0.01% | 385 |
|
|
2022
Q1 | $3.41M | Sell |
31,290
-6
| -0% | -$654 | 0.01% | 349 |
|
|
2021
Q4 | $4.74M | Buy |
31,296
+3
| +0% | +$454 | 0.02% | 337 |
|
|
2021
Q3 | $9.9M | Buy |
+31,293
| New | +$9.9M | 0.04% | 299 |
|