Iron Horse Wealth Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15
| Closed | -$537 | – | 512 |
|
|
2023
Q2 | $537 | Hold |
15
| – | – | ﹤0.01% | 283 |
|
|
2023
Q1 | $238 | Hold |
15
| – | – | ﹤0.01% | 329 |
|
|
2022
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 281 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | – | – | 281 |
|
|
2022
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 320 |
|