Clearstead Trust’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	-112	Closed	-$12K	–	195
2022 Q1	$12K	Hold	112	–	–	0.01%	153
2021 Q4	$17K	Sell	112 -2	-2%	-$304	0.01%	152
2021 Q3	$36K	Hold	114	–	–	0.02%	139
2021 Q2	$14K	Buy	+114	New	+$14K	0.01%	143