Exchange Traded Concepts’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 |
-1,143
| Closed | -$40.9K | – | 1510 |
|
|
2023
Q2 | $40.9K | Buy |
+1,143
| New | +$40.9K | ﹤0.01% | 1090 |
|
|
2022
Q4 | – | Sell |
-1,626
| Closed | -$34K | – | 1281 |
|
|
2022
Q3 | $34K | Sell |
1,626
-3,938
| -71% | -$82.3K | ﹤0.01% | 908 |
|
|
2022
Q2 | $176K | Buy |
5,564
+2,159
| +63% | +$68.3K | 0.01% | 743 |
|
|
2022
Q1 | $371K | Buy |
3,405
+196
| +6% | +$21.4K | 0.01% | 723 |
|
|
2021
Q4 | $486K | Buy |
3,209
+1,319
| +70% | +$200K | 0.01% | 687 |
|
|
2021
Q3 | $598K | Buy |
+1,890
| New | +$598K | 0.02% | 445 |
|