JWM
Janiczek Wealth Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25
| Closed | -$714 | – | 1173 |
|
|
2023
Q3 | $714 | Hold |
25
| – | – | ﹤0.01% | 946 |
|
|
2023
Q2 | $896 | Hold |
25
| – | – | ﹤0.01% | 855 |
|
|
2023
Q1 | $385 | Hold |
25
| – | – | ﹤0.01% | 929 |
|
|
2022
Q4 | $430 | Sell |
25
-5
| -17% | -$86 | ﹤0.01% | 922 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 880 |
|
|
2022
Q2 | $1K | Buy |
30
+25
| +500% | +$833 | ﹤0.01% | 913 |
|
|
2022
Q1 | $1K | Sell |
5
-300
| -98% | -$60K | ﹤0.01% | 906 |
|
|
2021
Q4 | $46K | Buy |
+305
| New | +$46K | 0.01% | 322 |
|