Tradewinds Capital Management’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 |
-50
| Closed | -$1.43K | – | 527 |
|
|
2023
Q3 | $1.43K | Hold |
50
| – | – | ﹤0.01% | 365 |
|
|
2023
Q2 | $1.79K | Hold |
50
| – | – | ﹤0.01% | 339 |
|
|
2023
Q1 | $795 | Hold |
50
| – | – | ﹤0.01% | 396 |
|
|
2022
Q4 | $661 | Hold |
50
| – | – | ﹤0.01% | 437 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 402 |
|
|
2022
Q2 | $2K | Sell |
50
-7
| -12% | -$280 | ﹤0.01% | 358 |
|
|
2022
Q1 | $6K | Hold |
57
| – | – | ﹤0.01% | 552 |
|
|
2021
Q4 | $9K | Buy |
57
+50
| +714% | +$7.9K | ﹤0.01% | 513 |
|
|
2021
Q3 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 675 |
|