ICA Group Wealth 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
Q2 | $2.12K | Sell |
90
-1,446
| -94% | -$34.1K | ﹤0.01% | 680 |
|
|
2024
Q1 | $41.3K | Buy |
1,536
+50
| +3% | +$1.35K | 0.01% | 600 |
|
|
2023
Q4 | $60.7K | Buy |
+1,486
| New | +$60.7K | 0.01% | 471 |
|
|
2023
Q3 | – | Sell |
-1,726
| Closed | -$61.8K | – | 1168 |
|
|
2023
Q2 | $61.8K | Sell |
1,726
-40
| -2% | -$1.43K | 0.02% | 451 |
|
|
2023
Q1 | $28.1K | Hold |
1,766
| – | – | 0.01% | 594 |
|
|
2022
Q4 | $23.3K | Buy |
+1,766
| New | +$23.3K | 0.01% | 661 |
|