Duality Advisers’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,861
Closed -$403K 756
2023
Q4
$403K Sell
9,861
-8,349
-46% -$341K 0.04% 463
2023
Q3
$520K Buy
+18,210
New +$520K 0.06% 410