TD Waterhouse Canada’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15K | Sell |
61
-250
| -80% | -$17K | ﹤0.01% | 1629 |
|
|
2025
Q1 | $14.3K | Buy |
311
+250
| +410% | +$11.5K | ﹤0.01% | 1336 |
|
|
2024
Q4 | $3.75K | Hold |
61
| – | – | ﹤0.01% | 1612 |
|
|
2024
Q3 | $2.3K | Hold |
61
| – | – | ﹤0.01% | 1614 |
|
|
2024
Q2 | $1.4K | Hold |
61
| – | – | ﹤0.01% | 1698 |
|
|
2024
Q1 | $1.9K | Hold |
61
| – | – | ﹤0.01% | 1678 |
|
|
2023
Q4 | $2.48K | Sell |
61
-74
| -55% | -$3.01K | ﹤0.01% | 1472 |
|
|
2023
Q3 | $4.83K | Hold |
135
| – | – | ﹤0.01% | 1369 |
|
|
2023
Q2 | $6.11K | Hold |
135
| – | – | ﹤0.01% | 1339 |
|
|
2023
Q1 | $2.83K | Hold |
135
| – | – | ﹤0.01% | 1469 |
|
|
2022
Q4 | $2.26K | Hold |
135
| – | – | ﹤0.01% | 1473 |
|
|
2022
Q3 | $3.59K | Sell |
135
-742
| -85% | -$19.7K | ﹤0.01% | 1419 |
|
|
2022
Q2 | $34.4K | Sell |
877
-55
| -6% | -$2.16K | ﹤0.01% | 988 |
|
|
2022
Q1 | $119K | Buy |
932
+85
| +10% | +$10.9K | ﹤0.01% | 820 |
|
|
2021
Q4 | $139K | Buy |
+847
| New | +$139K | ﹤0.01% | 815 |
|