Global Financial Private Client’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15
| Closed | -$600 | – | 1683 |
|
|
2024
Q3 | $600 | Hold |
15
| – | – | ﹤0.01% | 777 |
|
|
2024
Q2 | $354 | Hold |
15
| – | – | ﹤0.01% | 664 |
|
|
2024
Q1 | $396 | Hold |
15
| – | – | ﹤0.01% | 682 |
|
|
2023
Q4 | $613 | Hold |
15
| – | – | ﹤0.01% | 652 |
|
|
2023
Q3 | $413 | Buy |
+15
| New | +$413 | ﹤0.01% | 657 |
|