Malaga Cove Capital’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-13,381
Closed -$278K 172
2022
Q3
$278K Buy
13,381
+500
+4% +$10.4K 0.16% 133
2022
Q2
$405K Buy
12,881
+100
+0.8% +$3.14K 0.23% 109
2022
Q1
$1.39M Buy
12,781
+2,231
+21% +$243K 0.63% 51
2021
Q4
$1.6M Buy
10,550
+3,225
+44% +$488K 0.62% 49
2021
Q3
$2.32M Buy
7,325
+125
+2% +$39.6K 0.96% 21
2021
Q2
$899K Buy
+7,200
New +$899K 0.38% 92