Mitchell McLeod Pugh & Williams’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,375
| Closed | -$210K | – | 259 |
|
|
2023
Q3 | $210K | Hold |
7,375
| – | – | 0.06% | 231 |
|
|
2023
Q2 | $264K | Buy |
+7,375
| New | +$264K | 0.08% | 212 |
|
|
2022
Q3 | – | Sell |
-7,375
| Closed | -$233K | – | 236 |
|
|
2022
Q2 | $233K | Buy |
+7,375
| New | +$233K | 0.09% | 191 |
|