Gradient Investments’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19
| Closed | -$448 | – | 1241 |
|
|
2024
Q2 | $448 | Hold |
19
| – | – | ﹤0.01% | 1196 |
|
|
2024
Q1 | $511 | Hold |
19
| – | – | ﹤0.01% | 1014 |
|
|
2023
Q4 | $776 | Hold |
19
| – | – | ﹤0.01% | 1499 |
|
|
2023
Q3 | $542 | Hold |
19
| – | – | ﹤0.01% | 1539 |
|
|
2023
Q2 | $680 | Hold |
19
| – | – | ﹤0.01% | 1475 |
|
|
2023
Q1 | $302 | Buy |
+19
| New | +$302 | ﹤0.01% | 1329 |
|
|
2022
Q3 | – | Sell |
-85
| Closed | -$3K | – | 1546 |
|
|
2022
Q2 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 1010 |
|
|
2022
Q1 | – | Sell |
-24
| Closed | -$4K | – | 1345 |
|
|
2021
Q4 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 986 |
|