Financial Synergies Wealth Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$81 | – | 449 |
|
|
2024
Q1 | $81 | Buy |
3
+1
| +50% | +$27 | ﹤0.01% | 496 |
|
|
2023
Q4 | $27 | Sell |
2
-1
| -33% | -$14 | ﹤0.01% | 456 |
|
|
2023
Q3 | $86 | Hold |
3
| – | – | ﹤0.01% | 491 |
|
|
2023
Q2 | $108 | Hold |
3
| – | – | ﹤0.01% | 487 |
|
|
2023
Q1 | $48 | Buy |
3
+1
| +50% | +$16 | ﹤0.01% | 491 |
|
|
2022
Q4 | $27 | Hold |
2
| – | – | ﹤0.01% | 456 |
|
|
2022
Q3 | $42 | Hold |
2
| – | – | ﹤0.01% | 463 |
|
|
2022
Q2 | $64 | Buy |
+2
| New | +$64 | ﹤0.01% | 484 |
|