Ergoteles’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-43,916
| Closed | -$1.57M | – | 807 |
|
|
2023
Q2 | $1.57M | Buy |
+43,916
| New | +$1.57M | 0.08% | 338 |
|
|
2022
Q3 | – | Sell |
-27,501
| Closed | -$870K | – | 2002 |
|
|
2022
Q2 | $870K | Buy |
+27,501
| New | +$870K | 0.03% | 605 |
|
|
2022
Q1 | – | Sell |
-27,102
| Closed | -$4.1M | – | 1645 |
|
|
2021
Q4 | $4.1M | Buy |
+27,102
| New | +$4.1M | 0.16% | 138 |
|
|
2021
Q3 | – | Sell |
-75,421
| Closed | -$9.42M | – | 1685 |
|
|
2021
Q2 | $9.42M | Buy |
+75,421
| New | +$9.42M | 0.22% | 141 |
|