LPWM
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Lake Point Wealth Management’s Upstart Holdings UPST Stock Holding History

Lake Point Wealth Management’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		$1K Hold
35
– – ﹤0.01% 418
2022
Q1 		$4K Hold
35
– – ﹤0.01% 279
2021
Q4 		$5K Buy
35
+15
+75% +$2.14K ﹤0.01% 262
2021
Q3 		$6K Hold
20
– – ﹤0.01% 230
2021
Q2 		$2K Buy
+20
New +$2K ﹤0.01% 350