Kore Private Wealth’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$553K Hold
2022
Q1
$1.91M Sell
2021
Q4
$2.84M Buy
2021
Q3
$397K Buy
2021
Q2
Sell
2021
Q1
$323K Buy