Inscription Capital’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,000
Closed -$159K 208
2023
Q1
$159K Buy
+10,000
New +$159K 0.04% 199
2022
Q2
Sell
-11,000
Closed -$1.2M 260
2022
Q1
$1.2M Buy
11,000
+5,750
+110% +$627K 0.34% 69
2021
Q4
$794K Buy
5,250
+2,250
+75% +$340K 0.22% 95
2021
Q3
$949K Buy
+3,000
New +$949K 0.3% 76