Global Retirement Partners’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 | $616 | Hold |
10
| – | – | ﹤0.01% | 3364 |
|
|
2024
Q3 | $400 | Sell |
10
-72
| -88% | -$2.88K | ﹤0.01% | 3301 |
|
|
2024
Q2 | $1.93K | Hold |
82
| – | – | ﹤0.01% | 2971 |
|
|
2024
Q1 | $2.21K | Hold |
82
| – | – | ﹤0.01% | 2710 |
|
|
2023
Q4 | $2.5K | Buy |
82
+12
| +17% | +$365 | ﹤0.01% | 2591 |
|
|
2023
Q3 | $1.88K | Hold |
70
| – | – | ﹤0.01% | 2563 |
|
|
2023
Q2 | $2.51K | Sell |
70
-30
| -30% | -$1.07K | ﹤0.01% | 2454 |
|
|
2023
Q1 | $1.22K | Buy |
100
+16
| +19% | +$195 | ﹤0.01% | 2665 |
|
|
2022
Q4 | $1.11K | Hold |
84
| – | – | ﹤0.01% | 2564 |
|
|
2022
Q3 | $2K | Sell |
84
-30
| -26% | -$714 | ﹤0.01% | 2321 |
|
|
2022
Q2 | $4K | Hold |
114
| – | – | ﹤0.01% | 2006 |
|
|
2022
Q1 | $4K | Buy |
+114
| New | +$4K | ﹤0.01% | 2000 |
|