CG
Cutler Group’s Upstart Holdings UPST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $21K | Buy |
813
+713
| +713% | +$18.4K | 0.01% | 523 |
|
2023
Q4 | $4K | Sell |
100
-2,904
| -97% | -$116K | ﹤0.01% | 1126 |
|
2023
Q3 | $85K | Sell |
3,004
-17,282
| -85% | -$489K | 0.01% | 597 |
|
2023
Q2 | $726K | Buy |
20,286
+16,086
| +383% | +$576K | 0.1% | 142 |
|
2023
Q1 | $66K | Sell |
4,200
-4,078
| -49% | -$64.1K | 0.01% | 572 |
|
2022
Q4 | $109K | Buy |
8,278
+3,089
| +60% | +$40.7K | 0.01% | 596 |
|
2022
Q3 | $107K | Sell |
5,189
-5,912
| -53% | -$122K | 0.01% | 651 |
|
2022
Q2 | $351K | Sell |
11,101
-4,820
| -30% | -$152K | 0.02% | 320 |
|
2022
Q1 | $1.74M | Sell |
15,921
-32,882
| -67% | -$3.59M | 0.09% | 132 |
|
2021
Q4 | $7.38M | Sell |
48,803
-8,407
| -15% | -$1.27M | 0.31% | 37 |
|
2021
Q3 | $18.1M | Sell |
57,210
-52,264
| -48% | -$16.5M | 0.81% | 5 |
|
2021
Q2 | $13.7M | Buy |
109,474
+60,221
| +122% | +$7.52M | 0.64% | 10 |
|
2021
Q1 | $6.35M | Buy |
+49,253
| New | +$6.35M | 0.31% | 45 |
|