One Wealth Advisors’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 |
-1,000
| Closed | -$13.2K | – | 574 |
|
|
2022
Q4 | $13.2K | Buy |
+1,000
| New | +$13.2K | ﹤0.01% | 591 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$316K | – | 214 |
|
|
2021
Q3 | $316K | Sell |
1,000
-65,000
| -98% | -$20.5M | 0.09% | 139 |
|
|
2021
Q2 | $8.24M | Buy |
+66,000
| New | +$8.24M | 2.61% | 12 |
|