Harbor Investment 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
Q4 | – | Sell |
-500
| Closed | -$10K | – | 1395 |
|
|
2022
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q2 | $16K | Hold |
500
| – | – | ﹤0.01% | 949 |
|
|
2022
Q1 | $55K | Sell |
500
-20
| -4% | -$2.2K | 0.01% | 729 |
|
|
2021
Q4 | $79K | Hold |
520
| – | – | 0.01% | 609 |
|
|
2021
Q3 | $165K | Buy |
520
+420
| +420% | +$133K | 0.02% | 402 |
|
|
2021
Q2 | $12K | Sell |
100
-300
| -75% | -$36K | ﹤0.01% | 984 |
|
|
2021
Q1 | $52K | Buy |
+400
| New | +$52K | 0.01% | 675 |
|