Valley National Advisers’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-65	Closed	-$2K	–	1287
2023 Q4	$2K	Buy	65 +30	+86%	+$923	﹤0.01%	992
2023 Q3	$1K	Buy	+35	New	+$1K	﹤0.01%	1028