Dynamic Advisor Solutions’s Upstart Holdings UPST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,626
Closed -$286K 774
2022
Q1
$286K Buy
+2,626
New +$286K 0.02% 576
2021
Q4
Sell
-880
Closed -$278K 789
2021
Q3
$278K Buy
+880
New +$278K 0.02% 597