Mezzasalma Advisors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,705
| Closed | -$274K | – | 110 |
|
|
2023
Q4 | $274K | Sell |
6,705
-430
| -6% | -$17.6K | 0.15% | 76 |
|
|
2023
Q3 | $204K | Sell |
7,135
-30
| -0.4% | -$856 | 0.13% | 81 |
|
|
2023
Q2 | $257K | Buy |
+7,165
| New | +$257K | 0.16% | 77 |
|
|
2022
Q3 | – | Sell |
-7,269
| Closed | -$230K | – | 85 |
|
|
2022
Q2 | $230K | Hold |
7,269
| – | – | 0.19% | 69 |
|
|
2022
Q1 | $793K | Sell |
7,269
-710
| -9% | -$77.5K | 0.49% | 34 |
|
|
2021
Q4 | $1.21M | Sell |
7,979
-3,460
| -30% | -$523K | 0.65% | 33 |
|
|
2021
Q3 | $3.62M | Buy |
+11,439
| New | +$3.62M | 2.03% | 15 |
|