Gladstone Institutional Advisory’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,751
| Closed | -$340K | – | 681 |
|
|
2022
Q2 | $340K | Sell |
10,751
-2,916
| -21% | -$92.2K | 0.03% | 484 |
|
|
2022
Q1 | $1.49M | Sell |
13,667
-12,359
| -47% | -$1.35M | 0.1% | 228 |
|
|
2021
Q4 | $3.94M | Buy |
26,026
+15,926
| +158% | +$2.41M | 0.31% | 94 |
|
|
2021
Q3 | $3.2M | Buy |
10,100
+3,500
| +53% | +$1.11M | 0.31% | 86 |
|
|
2021
Q2 | $824K | Buy |
+6,600
| New | +$824K | 0.1% | 217 |
|