Horan Securities’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-35
| Closed | -$1.24K | – | 632 |
|
|
2023
Q2 | $1.24K | Hold |
35
| – | – | ﹤0.01% | 609 |
|
|
2023
Q1 | $551 | Hold |
35
| – | – | ﹤0.01% | 668 |
|
|
2022
Q4 | $458 | Hold |
35
| – | – | ﹤0.01% | 715 |
|
|
2022
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 569 |
|
|
2022
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 652 |
|
|
2022
Q1 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 406 |
|