Sigma Planning Corp’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 |
-11,296
| Closed | -$357K | – | 1331 |
|
|
2022
Q2 | $357K | Buy |
11,296
+7,392
| +189% | +$234K | 0.01% | 899 |
|
|
2022
Q1 | $426K | Buy |
3,904
+1,502
| +63% | +$164K | 0.01% | 898 |
|
|
2021
Q4 | $363K | Sell |
2,402
-1,585
| -40% | -$240K | 0.01% | 980 |
|
|
2021
Q3 | $1.26M | Buy |
3,987
+371
| +10% | +$117K | 0.04% | 461 |
|
|
2021
Q2 | $452K | Buy |
+3,616
| New | +$452K | 0.01% | 863 |
|