Hollencrest Capital Management’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 | – | Sell |
-1,000
| Closed | -$40K | – | 1163 |
|
|
2024
Q3 | $40K | Buy |
+1,000
| New | +$40K | ﹤0.01% | 537 |
|
|
2024
Q1 | – | Sell |
-1,500
| Closed | -$61.3K | – | 1110 |
|
|
2023
Q4 | $61.3K | Buy |
+1,500
| New | +$61.3K | 0.01% | 458 |
|
|
2023
Q3 | – | Sell |
-35
| Closed | -$1.25K | – | 1131 |
|
|
2023
Q2 | $1.25K | Hold |
35
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q1 | $556 | Hold |
35
| – | – | ﹤0.01% | 1056 |
|
|
2022
Q4 | $463 | Buy |
+35
| New | +$463 | ﹤0.01% | 1055 |
|