Custom Portfolio Group’s Upstart Holdings UPST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-482
Closed -$13K 242
2024
Q1
$13K Buy
482
+241
+100% +$6.48K 0.01% 164
2023
Q4
$9.85K Buy
+241
New +$9.85K 0.01% 166