Moloney Securities Asset Management’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,978
Closed -$299K 459
2021
Q4
$299K Sell
1,978
-79
-4% -$11.9K 0.05% 325
2021
Q3
$651K Buy
+2,057
New +$651K 0.12% 209