GCM
Gables Capital Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10
| Closed | -$409 | – | 408 |
|
|
2023
Q4 | $409 | Hold |
10
| – | – | ﹤0.01% | 369 |
|
|
2023
Q3 | $285 | Hold |
10
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $358 | Hold |
10
| – | – | ﹤0.01% | 367 |
|
|
2023
Q1 | $159 | Hold |
10
| – | – | ﹤0.01% | 367 |
|
|
2022
Q4 | $132 | Sell |
10
-50
| -83% | -$660 | ﹤0.01% | 353 |
|
|
2022
Q3 | $1K | Sell |
60
-1,215
| -95% | -$20.3K | ﹤0.01% | 331 |
|
|
2022
Q2 | $40K | Sell |
1,275
-1,705
| -57% | -$53.5K | 0.03% | 211 |
|
|
2022
Q1 | $325K | Sell |
2,980
-20
| -0.7% | -$2.18K | 0.2% | 99 |
|
|
2021
Q4 | $454K | Buy |
3,000
+2,470
| +466% | +$374K | 0.27% | 80 |
|
|
2021
Q3 | $168K | Buy |
+530
| New | +$168K | 0.11% | 127 |
|