RE Dickinson Investment 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
Q4 | – | Sell |
-55
| Closed | -$2K | – | 281 |
|
|
2023
Q3 | $2K | Buy |
55
+4
| +8% | +$145 | ﹤0.01% | 240 |
|
|
2023
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 346 |
|
|
2023
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 396 |
|
|
2022
Q4 | $1K | Hold |
51
| – | – | ﹤0.01% | 376 |
|
|
2022
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 249 |
|
|
2022
Q2 | $2 | Buy |
51
+1
| +2% | – | ﹤0.01% | 262 |
|
|
2022
Q1 | $5K | Buy |
50
+7
| +16% | +$700 | ﹤0.01% | 223 |
|
|
2021
Q4 | $7K | Buy |
+43
| New | +$7K | 0.01% | 198 |
|