Colonial Trust Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-178
| Closed | -$7.12K | – | 783 |
|
|
2024
Q3 | $7.12K | Hold |
178
| – | – | ﹤0.01% | 579 |
|
|
2024
Q2 | $4.2K | Hold |
178
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $4.79K | Hold |
178
| – | – | ﹤0.01% | 701 |
|
|
2023
Q4 | $7.27K | Hold |
178
| – | – | ﹤0.01% | 556 |
|
|
2023
Q3 | $5.08K | Hold |
178
| – | – | ﹤0.01% | 605 |
|
|
2023
Q2 | $6.37K | Hold |
178
| – | – | ﹤0.01% | 591 |
|
|
2023
Q1 | $2.83K | Hold |
178
| – | – | ﹤0.01% | 689 |
|
|
2022
Q4 | $2.35K | Buy |
+178
| New | +$2.35K | ﹤0.01% | 703 |
|