Oxbow 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 |
-9,255
| Closed | -$1.01M | – | 272 |
|
|
2022
Q1 | $1.01M | Buy |
9,255
+4,050
| +78% | +$442K | 0.1% | 117 |
|
|
2021
Q4 | $788K | Buy |
5,205
+1,434
| +38% | +$217K | 0.08% | 140 |
|
|
2021
Q3 | $1.19M | Buy |
3,771
+270
| +8% | +$85.4K | 0.12% | 124 |
|
|
2021
Q2 | $437K | Sell |
3,501
-399
| -10% | -$49.8K | 0.05% | 212 |
|
|
2021
Q1 | $503K | Buy |
+3,900
| New | +$503K | 0.06% | 190 |
|