KWA
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Kingswood Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Kingswood Wealth Advisors’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,200
Closed -$294K – 698
2023
Q4 		$294K Buy
+7,200
New +$294K 0.03% 481