Laidlaw Wealth Management’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,233
Closed -$279K 283
2021
Q2
$279K Buy
+2,233
New +$279K 0.07% 201