IPG Investment Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$200K | – | 209 |
|
|
2024
Q3 | $200K | Buy |
+5,000
| New | +$200K | 0.04% | 162 |
|
|
2024
Q1 | – | Sell |
-6,775
| Closed | -$277K | – | 220 |
|
|
2023
Q4 | $277K | Buy |
+6,775
| New | +$277K | 0.06% | 152 |
|
|
2023
Q3 | – | Sell |
-15,000
| Closed | -$537K | – | 186 |
|
|
2023
Q2 | $537K | Buy |
+15,000
| New | +$537K | 0.12% | 101 |
|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$208K | – | 158 |
|
|
2022
Q3 | $208K | Buy |
+10,000
| New | +$208K | 0.06% | 116 |
|