Legacy Advisors’s Upstart Holdings UPST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,710
Closed -$259K 223
2021
Q4
$259K Hold
1,710
0.1% 107
2021
Q3
$541K Hold
1,710
0.22% 68
2021
Q2
$214K Buy
+1,710
New +$214K 0.09% 118