Salem Investment Counselors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-700	Closed	-$22K	–	1129
2022 Q2	$22K	Sell	700 -755	-52%	-$23.7K	﹤0.01%	651
2022 Q1	$159K	Buy	1,455 +405	+39%	+$44.3K	0.01%	364
2021 Q4	$159K	Buy	1,050 +350	+50%	+$53K	0.01%	396
2021 Q3	$0	Buy	+700	New	–	﹤0.01%	1017