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 |
|