Private Ocean’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7
| Closed | -$111 | – | 650 |
|
|
2023
Q1 | $111 | Hold |
7
| – | – | ﹤0.01% | 604 |
|
|
2022
Q4 | $93 | Buy |
+7
| New | +$93 | ﹤0.01% | 544 |
|
|
2022
Q2 | – | Sell |
-18
| Closed | -$2K | – | 664 |
|
|
2022
Q1 | $2K | Buy |
18
+4
| +29% | +$444 | ﹤0.01% | 514 |
|
|
2021
Q4 | $2K | Buy |
14
+3
| +27% | +$429 | ﹤0.01% | 531 |
|
|
2021
Q3 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 497 |
|
|
2021
Q2 | – | Sell |
-11
| Closed | -$1K | – | 596 |
|
|
2021
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 568 |
|