Sherbrooke Park Advisers’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,701
| Closed | -$413K | – | 955 |
|
|
2024
Q4 | $413K | Buy |
+6,701
| New | +$413K | 0.13% | 280 |
|
|
2023
Q3 | – | Sell |
-11,752
| Closed | -$421K | – | 621 |
|
|
2023
Q2 | $421K | Buy |
+11,752
| New | +$421K | 0.22% | 206 |
|
|
2023
Q1 | – | Sell |
-11,300
| Closed | -$149K | – | 324 |
|
|
2022
Q4 | $149K | Buy |
+11,300
| New | +$149K | 0.11% | 247 |
|