Mount Yale Investment Advisors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,010	Closed	-$437K	–	498
2022 Q1	$437K	Buy	+4,010	New	+$437K	0.05%	317
2021 Q4	–	Sell	-1,619	Closed	-$512K	–	487
2021 Q3	$512K	Buy	+1,619	New	+$512K	0.06%	281