Focused Wealth Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20
| Closed | -$817 | – | 877 |
|
|
2023
Q4 | $817 | Hold |
20
| – | – | ﹤0.01% | 843 |
|
|
2023
Q3 | $571 | Hold |
20
| – | – | ﹤0.01% | 870 |
|
|
2023
Q2 | $716 | Hold |
20
| – | – | ﹤0.01% | 869 |
|
|
2023
Q1 | $318 | Hold |
20
| – | – | ﹤0.01% | 933 |
|
|
2022
Q4 | $264 | Hold |
20
| – | – | ﹤0.01% | 964 |
|
|
2022
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 1017 |
|
|
2022
Q2 | $1K | Buy |
20
+10
| +100% | +$500 | ﹤0.01% | 841 |
|
|
2022
Q1 | $1K | Sell |
10
-310
| -97% | -$31K | ﹤0.01% | 896 |
|
|
2021
Q4 | $48K | Buy |
+320
| New | +$48K | 0.01% | 370 |
|