Money Concepts Capital’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,570	Closed	-$47.2K	–	2761
2022 Q4	$47.2K	Buy	3,570 +560	+19%	+$7.4K	﹤0.01%	1272
2022 Q3	$63K	Buy	3,010 +2,927	+3,527%	+$61.3K	﹤0.01%	676
2022 Q2	$3K	Sell	83 -161	-66%	-$5.82K	﹤0.01%	1288
2022 Q1	$27K	Buy	+244	New	+$27K	﹤0.01%	1482