Perigon Wealth Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24,560
| Closed | -$511K | – | 719 |
|
|
2022
Q3 | $511K | Buy |
24,560
+11,200
| +84% | +$233K | 0.04% | 330 |
|
|
2022
Q2 | $422K | Buy |
13,360
+3,892
| +41% | +$123K | 0.04% | 354 |
|
|
2022
Q1 | $1.03M | Buy |
+9,468
| New | +$1.03M | 0.07% | 225 |
|
|
2021
Q4 | – | Sell |
-633
| Closed | -$200K | – | 596 |
|
|
2021
Q3 | $200K | Buy |
+633
| New | +$200K | 0.02% | 513 |
|