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Sugarloaf Wealth Management’s Upstart Holdings UPST Stock Holding History

Sugarloaf Wealth Management’s Portfolio UPST Stock Details UPST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Hold
0
– – – 861
2022
Q2 		– Sell
-100
Closed -$11K – 823
2022
Q1 		$11K Hold
100
– – ﹤0.01% 481
2021
Q4 		$15K Sell
100
-25
-20% -$3.75K ﹤0.01% 465
2021
Q3 		$40K Buy
+125
New +$40K 0.01% 307