Stonebridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-230
| Closed | -$6.56K | – | 826 |
|
|
2023
Q3 | $6.56K | Buy |
230
+100
| +77% | +$2.85K | ﹤0.01% | 666 |
|
|
2023
Q2 | $4.66K | Hold |
130
| – | – | ﹤0.01% | 721 |
|
|
2023
Q1 | $2.07K | Hold |
130
| – | – | ﹤0.01% | 808 |
|
|
2022
Q4 | $1.72K | Hold |
130
| – | – | ﹤0.01% | 821 |
|
|
2022
Q3 | $3K | Buy |
+130
| New | +$3K | ﹤0.01% | 768 |
|