CIBC Asset Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,443
| Closed | -$376K | – | 1475 |
|
|
2022
Q1 | $376K | Buy |
3,443
+12
| +0.3% | +$1.31K | ﹤0.01% | 933 |
|
|
2021
Q4 | $519K | Buy |
3,431
+365
| +12% | +$55.2K | ﹤0.01% | 830 |
|
|
2021
Q3 | $970K | Buy |
3,066
+366
| +14% | +$116K | ﹤0.01% | 689 |
|
|
2021
Q2 | $337K | Hold |
2,700
| – | – | ﹤0.01% | 938 |
|
|
2021
Q1 | $348K | Buy |
+2,700
| New | +$348K | ﹤0.01% | 897 |
|