Rossmore Private Capital’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 |
-3,042
| Closed | -$332K | – | 238 |
|
|
2022
Q1 | $332K | Hold |
3,042
| – | – | 0.05% | 183 |
|
|
2021
Q4 | $460K | Hold |
3,042
| – | – | 0.07% | 164 |
|
|
2021
Q3 | $963K | Buy |
3,042
+1,063
| +54% | +$337K | 0.16% | 118 |
|
|
2021
Q2 | $247K | Sell |
1,979
-171
| -8% | -$21.3K | 0.04% | 199 |
|
|
2021
Q1 | $277K | Buy |
+2,150
| New | +$277K | 0.05% | 186 |
|