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Kaizen Financial Strategies’s Upstart Holdings UPST Stock Holding History

Kaizen Financial Strategies’s Portfolio UPST Stock Details UPST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,725
Closed -$406K – 137
2022
Q1 		$406K Buy
3,725
+535
+17% +$58.3K 0.32% 74
2021
Q4 		$483K Buy
3,190
+90
+3% +$13.6K 0.36% 70
2021
Q3 		$981K Buy
+3,100
New +$981K 0.79% 36