Glassman Wealth Services’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 |
-103
| Closed | -$4.21K | – | 1740 |
|
|
2023
Q4 | $4.21K | Hold |
103
| – | – | ﹤0.01% | 1127 |
|
|
2023
Q3 | $2.94K | Buy |
103
+92
| +836% | +$2.63K | ﹤0.01% | 1220 |
|
|
2023
Q2 | $394 | Buy |
+11
| New | +$394 | ﹤0.01% | 1682 |
|
|
2023
Q1 | – | Sell |
-92
| Closed | -$1.22K | – | 1992 |
|
|
2022
Q4 | $1.22K | Sell |
92
-31
| -25% | -$410 | ﹤0.01% | 1377 |
|
|
2022
Q3 | $3K | Sell |
123
-11
| -8% | -$268 | ﹤0.01% | 1158 |
|
|
2022
Q2 | $4K | Buy |
134
+4
| +3% | +$119 | ﹤0.01% | 1099 |
|
|
2022
Q1 | $14K | Buy |
130
+99
| +319% | +$10.7K | ﹤0.01% | 750 |
|
|
2021
Q4 | $5K | Sell |
31
-105
| -77% | -$16.9K | ﹤0.01% | 1005 |
|
|
2021
Q3 | $43K | Sell |
136
-74
| -35% | -$23.4K | 0.01% | 396 |
|
|
2021
Q2 | $26K | Hold |
210
| – | – | 0.01% | 506 |
|
|
2021
Q1 | $27K | Buy |
+210
| New | +$27K | 0.01% | 453 |
|