North Star Investment Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24
| Closed | -$981 | – | 1269 |
|
|
2023
Q4 | $981 | Hold |
24
| – | – | ﹤0.01% | 1112 |
|
|
2023
Q3 | $685 | Hold |
24
| – | – | ﹤0.01% | 1177 |
|
|
2023
Q2 | $859 | Hold |
24
| – | – | ﹤0.01% | 1169 |
|
|
2023
Q1 | $381 | Hold |
24
| – | – | ﹤0.01% | 1248 |
|
|
2022
Q4 | $317 | Hold |
24
| – | – | ﹤0.01% | 1261 |
|
|
2022
Q3 | $0 | Hold |
24
| – | – | ﹤0.01% | 1189 |
|
|
2022
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 1109 |
|
|
2022
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 1045 |
|
|
2021
Q4 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 1035 |
|