HWA
HHM Wealth Advisors’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-216
| Closed | -$4K | – | 748 |
|
|
2022
Q3 | $4K | Buy |
216
+100
| +86% | +$1.85K | ﹤0.01% | 561 |
|
|
2022
Q2 | $4K | Hold |
116
| – | – | ﹤0.01% | 686 |
|
|
2022
Q1 | $13K | Buy |
116
+30
| +35% | +$3.36K | ﹤0.01% | 514 |
|
|
2021
Q4 | $13K | Buy |
86
+24
| +39% | +$3.63K | ﹤0.01% | 491 |
|
|
2021
Q3 | $20K | Buy |
+62
| New | +$20K | 0.01% | 404 |
|