Founders Capital Management (Texas)’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-600
| Closed | -$17.1K | – | 404 |
|
|
2023
Q3 | $17.1K | Hold |
600
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $21.5K | Hold |
600
| – | – | 0.02% | 230 |
|
|
2023
Q1 | $10K | Buy |
600
+300
| +100% | +$5K | 0.01% | 314 |
|
|
2022
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 345 |
|
|
2022
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 338 |
|
|
2022
Q2 | $9K | Buy |
+300
| New | +$9K | 0.01% | 330 |
|