CKW Financial Group’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-273
| Closed | -$11K | – | 234 |
|
|
2023
Q4 | $11K | Hold |
273
| – | – | ﹤0.01% | 184 |
|
|
2023
Q3 | $8K | Hold |
273
| – | – | ﹤0.01% | 177 |
|
|
2023
Q2 | $10K | Sell |
273
-410
| -60% | -$15K | ﹤0.01% | 172 |
|
|
2023
Q1 | $11K | Hold |
683
| – | – | ﹤0.01% | 157 |
|
|
2022
Q4 | $9K | Hold |
683
| – | – | ﹤0.01% | 164 |
|
|
2022
Q3 | $14K | Hold |
683
| – | – | ﹤0.01% | 156 |
|
|
2022
Q2 | $22K | Hold |
683
| – | – | ﹤0.01% | 146 |
|
|
2022
Q1 | $74K | Buy |
683
+1
| +0.1% | +$108 | 0.01% | 108 |
|
|
2021
Q4 | $100K | Hold |
682
| – | – | 0.02% | 82 |
|
|
2021
Q3 | $204K | Buy |
682
+272
| +66% | +$81.4K | 0.03% | 39 |
|
|
2021
Q2 | $51K | Buy |
410
+1
| +0.2% | +$124 | 0.01% | 124 |
|
|
2021
Q1 | $53K | Buy |
+409
| New | +$53K | 0.01% | 100 |
|