GHP Investment Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$128 | – | 963 |
|
|
2023
Q1 | $128 | Hold |
8
| – | – | ﹤0.01% | 906 |
|
|
2022
Q4 | $106 | Hold |
8
| – | – | ﹤0.01% | 916 |
|
|
2022
Q3 | $0 | Sell |
8
-8
| -50% | – | ﹤0.01% | 975 |
|
|
2022
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 897 |
|
|
2022
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 898 |
|