SOA Wealth Advisors’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40
| Closed | – | – | 1013 |
|
|
2022
Q3 | $0 | Hold |
40
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q2 | $1K | Sell |
40
-85
| -68% | -$2.13K | ﹤0.01% | 790 |
|
|
2022
Q1 | $13K | Buy |
+125
| New | +$13K | ﹤0.01% | 540 |
|
|
2021
Q4 | – | Sell |
-320
| Closed | -$101K | – | 996 |
|
|
2021
Q3 | $101K | Buy |
320
+45
| +16% | +$14.2K | 0.03% | 216 |
|
|
2021
Q2 | $34K | Buy |
+275
| New | +$34K | 0.01% | 369 |
|