Harel Insurance Investments & Financial Services’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,440
| Closed | -$155K | – | 689 |
|
|
2023
Q3 | $155K | Hold |
5,440
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $195K | Hold |
5,440
| – | – | ﹤0.01% | 314 |
|
|
2023
Q1 | $86K | Sell |
5,440
-470
| -8% | -$7.43K | ﹤0.01% | 423 |
|
|
2022
Q4 | $78K | Sell |
5,910
-3,000
| -34% | -$39.6K | ﹤0.01% | 410 |
|
|
2022
Q3 | $187K | Buy |
8,910
+456
| +5% | +$9.57K | ﹤0.01% | 299 |
|
|
2022
Q2 | $268K | Sell |
8,454
-9,960
| -54% | -$316K | 0.01% | 306 |
|
|
2022
Q1 | $2.01M | Buy |
18,414
+6,383
| +53% | +$697K | 0.03% | 153 |
|
|
2021
Q4 | $1.87M | Buy |
12,031
+3,231
| +37% | +$501K | 0.04% | 125 |
|
|
2021
Q3 | $2.79M | Buy |
8,800
+4,600
| +110% | +$1.46M | 0.07% | 87 |
|
|
2021
Q2 | $1.71M | Buy |
+4,200
| New | +$1.71M | 0.04% | 220 |
|