Evoke Wealth’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,000	Closed	-$327K	–	1253
2022 Q1	$327K	Buy	3,000 +2,700	+900%	+$294K	0.01%	277
2021 Q4	$45K	Buy	300 +55	+22%	+$8.25K	﹤0.01%	545
2021 Q3	$77K	Buy	+245	New	+$77K	﹤0.01%	459