Titus Wealth Management’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
-3,771
Closed -$411K 175
2022
Q1
$411K Buy
3,771
+395
+12% +$43.1K 0.19% 91
2021
Q4
$511K Buy
3,376
+2,141
+173% +$324K 0.23% 76
2021
Q3
$391K Buy
+1,235
New +$391K 0.21% 86