Investors Research Corp’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-5
| Closed | -$143 | – | 1093 |
|
2023
Q3 | $143 | Hold |
5
| – | – | ﹤0.01% | 1050 |
|
2023
Q2 | $179 | Hold |
5
| – | – | ﹤0.01% | 1057 |
|
2023
Q1 | $79 | Sell |
5
-11
| -69% | -$174 | ﹤0.01% | 1104 |
|
2022
Q4 | $212 | Hold |
16
| – | – | ﹤0.01% | 1106 |
|
2022
Q3 | $0 | Buy |
16
+1
| +7% | – | ﹤0.01% | 1137 |
|
2022
Q2 | $0 | Buy |
15
+9
| +150% | – | ﹤0.01% | 1152 |
|
2022
Q1 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 996 |
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 961 |
|