MAM
Morse Asset Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,030
| Closed | -$549K | – | 163 |
|
|
2022
Q1 | $549K | Buy |
5,030
+1,745
| +53% | +$190K | 0.14% | 121 |
|
|
2021
Q4 | $497K | Sell |
3,285
-1,880
| -36% | -$284K | 0.11% | 120 |
|
|
2021
Q3 | $1.63M | Buy |
5,165
+1,040
| +25% | +$329K | 0.39% | 66 |
|
|
2021
Q2 | $515K | Buy |
+4,125
| New | +$515K | 0.12% | 117 |
|