Dakota Wealth Management’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-766	Closed	-$242K	–	399
2021 Q3	$242K	Buy	+766	New	+$242K	0.03%	306