South Shore Capital Advisors’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
-2,194
Closed -$239K 104
2022
Q1
$239K Buy
2,194
+701
+47% +$76.4K 0.39% 89
2021
Q4
$226K Buy
+1,493
New +$226K 0.37% 89