Ellevest Inc’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-611
| Closed | -$9.71K | – | 1575 |
|
|
2023
Q1 | $9.71K | Buy |
611
+343
| +128% | +$5.45K | ﹤0.01% | 1044 |
|
|
2022
Q4 | $3.54K | Sell |
268
-1
| -0.4% | -$13 | ﹤0.01% | 1262 |
|
|
2022
Q3 | $6K | Buy |
269
+245
| +1,021% | +$5.47K | ﹤0.01% | 1153 |
|
|
2022
Q2 | $1K | Buy |
24
+15
| +167% | +$625 | ﹤0.01% | 1328 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1348 |
|
|
2021
Q4 | $1K | Buy |
9
+8
| +800% | +$889 | ﹤0.01% | 1335 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1593 |
|