EWM
Evermay Wealth Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-500
| Closed | -$6.61K | – | 584 |
|
|
2022
Q4 | $6.61K | Buy |
+500
| New | +$6.61K | ﹤0.01% | 443 |
|
|
2022
Q3 | – | Sell |
-75
| Closed | -$2K | – | 561 |
|
|
2022
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 481 |
|
|
2022
Q1 | $8K | Hold |
75
| – | – | ﹤0.01% | 438 |
|
|
2021
Q4 | $11K | Sell |
75
-25
| -25% | -$3.67K | ﹤0.01% | 405 |
|
|
2021
Q3 | $32K | Buy |
+100
| New | +$32K | 0.01% | 307 |
|