Treasurer of the State of North Carolina’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30,833
| Closed | -$490K | – | 1037 |
|
|
2023
Q1 | $490K | Buy |
30,833
+220
| +0.7% | +$3.5K | ﹤0.01% | 988 |
|
|
2022
Q4 | $405K | Sell |
30,613
-3,170
| -9% | -$41.9K | ﹤0.01% | 999 |
|
|
2022
Q3 | $702K | Buy |
33,783
+2,740
| +9% | +$56.9K | ﹤0.01% | 981 |
|
|
2022
Q2 | $982K | Buy |
31,043
+4,101
| +15% | +$130K | 0.01% | 968 |
|
|
2022
Q1 | $2.94M | Buy |
26,942
+10,413
| +63% | +$1.14M | 0.02% | 662 |
|
|
2021
Q4 | $2.5M | Buy |
16,529
+290
| +2% | +$43.9K | 0.01% | 752 |
|
|
2021
Q3 | $5.14M | Buy |
16,239
+11,959
| +279% | +$3.78M | 0.03% | 499 |
|
|
2021
Q2 | $535K | Sell |
4,280
-810
| -16% | -$101K | ﹤0.01% | 1008 |
|
|
2021
Q1 | $656K | Buy |
+5,090
| New | +$656K | ﹤0.01% | 994 |
|