Verdence Capital Advisors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,021	Closed	-$306K	–	533
2021 Q4	$306K	Sell	2,021 -1,178	-37%	-$178K	0.04%	413
2021 Q3	$1.01M	Buy	+3,199	New	+$1.01M	0.13%	167