Impact Partnership Wealth’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
Sell
-1
Closed -$15 664
2024
Q1
$15 Hold
1
﹤0.01% 696
2023
Q4
$22 Hold
1
﹤0.01% 832
2023
Q3
$16 Buy
+1
New +$16 ﹤0.01% 983