Kore Private Wealth’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,500
| Closed | -$553K | – | 318 |
|
|
2022
Q2 | $553K | Hold |
17,500
| – | – | 0.09% | 153 |
|
|
2022
Q1 | $1.91M | Sell |
17,500
-1,254
| -7% | -$137K | 0.24% | 76 |
|
|
2021
Q4 | $2.84M | Buy |
18,754
+17,500
| +1,396% | +$2.65M | 0.35% | 59 |
|
|
2021
Q3 | $397K | Buy |
+1,254
| New | +$397K | 0.04% | 275 |
|
|
2021
Q2 | – | Sell |
-2,508
| Closed | -$323K | – | 435 |
|
|
2021
Q1 | $323K | Buy |
+2,508
| New | +$323K | 0.04% | 258 |
|