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Concorde Asset Management’s Upstart Holdings UPST Stock Holding History

Concorde Asset Management’s Portfolio UPST Stock Details UPST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,157
Closed -$1.69M – 195
2021
Q4 		$1.69M Buy
11,157
+650
+6% +$98.3K 1.01% 25
2021
Q3 		$3.33M Buy
+10,507
New +$3.33M 1.92% 5