NWAM LLC’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 |
-5,340
| Closed | -$218K | – | 606 |
|
|
2023
Q4 | $218K | Buy |
+5,340
| New | +$218K | 0.02% | 509 |
|
|
2022
Q2 | – | Sell |
-3,527
| Closed | -$385K | – | 554 |
|
|
2022
Q1 | $385K | Sell |
3,527
-792
| -18% | -$86.5K | 0.03% | 366 |
|
|
2021
Q4 | $653K | Buy |
4,319
+604
| +16% | +$91.3K | 0.05% | 279 |
|
|
2021
Q3 | $1.18M | Buy |
+3,715
| New | +$1.18M | 0.11% | 200 |
|