Consolidated Investment Group’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-199,200
| Closed | -$6.3M | – | 80 |
|
|
2022
Q2 | $6.3M | Hold |
199,200
| – | – | 1.2% | 20 |
|
|
2022
Q1 | $21.7M | Buy |
199,200
+3,200
| +2% | +$349K | 3.54% | 4 |
|
|
2021
Q4 | $29.7M | Sell |
196,000
-26,214
| -12% | -$3.97M | 4.7% | 4 |
|
|
2021
Q3 | $70.3M | Hold |
222,214
| – | – | 11.02% | 2 |
|
|
2021
Q2 | $27.8M | Buy |
+222,214
| New | +$27.8M | 4.61% | 4 |
|