TFO Wealth Partners’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	-6	Closed	-$215	–	1089
2023 Q3	$215	Buy	+6	New	+$215	﹤0.01%	777
2021 Q2	–	Sell	-150	Closed	-$19K	–	184
2021 Q1	$19K	Buy	+150	New	+$19K	0.01%	110