D.A. Davidson & Co’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 |
-8,831
| Closed | -$279K | – | 1330 |
|
|
2022
Q2 | $279K | Sell |
8,831
-4,866
| -36% | -$154K | ﹤0.01% | 1042 |
|
|
2022
Q1 | $1.49M | Buy |
13,697
+5,333
| +64% | +$582K | 0.02% | 530 |
|
|
2021
Q4 | $1.27M | Buy |
8,364
+126
| +2% | +$19.1K | 0.01% | 588 |
|
|
2021
Q3 | $2.61M | Buy |
8,238
+2,400
| +41% | +$760K | 0.03% | 374 |
|
|
2021
Q2 | $729K | Buy |
+5,838
| New | +$729K | 0.01% | 722 |
|