Compagnie Lombard Odier SCmA’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 |
-1,600
| Closed | -$64K | – | 501 |
|
|
2024
Q3 | $64K | Hold |
1,600
| – | – | ﹤0.01% | 323 |
|
|
2024
Q2 | $37.7K | Hold |
1,600
| – | – | ﹤0.01% | 352 |
|
|
2024
Q1 | $43K | Hold |
1,600
| – | – | ﹤0.01% | 365 |
|
|
2023
Q4 | $65.4K | Sell |
1,600
-600
| -27% | -$24.5K | ﹤0.01% | 390 |
|
|
2023
Q3 | $62.8K | Buy |
2,200
+550
| +33% | +$15.7K | ﹤0.01% | 405 |
|
|
2023
Q2 | $59.1K | Hold |
1,650
| – | – | ﹤0.01% | 402 |
|
|
2023
Q1 | $26.2K | Hold |
1,650
| – | – | ﹤0.01% | 500 |
|
|
2022
Q4 | $22K | Sell |
1,650
-140
| -8% | -$1.87K | ﹤0.01% | 563 |
|
|
2022
Q3 | $37K | Hold |
1,790
| – | – | ﹤0.01% | 488 |
|
|
2022
Q2 | $56K | Buy |
1,790
+300
| +20% | +$9.39K | ﹤0.01% | 425 |
|
|
2022
Q1 | $162K | Hold |
1,490
| – | – | ﹤0.01% | 332 |
|
|
2021
Q4 | $226K | Buy |
1,490
+890
| +148% | +$135K | ﹤0.01% | 346 |
|
|
2021
Q3 | $190K | Hold |
600
| – | – | ﹤0.01% | 363 |
|
|
2021
Q2 | $75K | Buy |
+600
| New | +$75K | ﹤0.01% | 442 |
|