Wagner 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 Q3	–	Sell	-160	Closed	-$5K	–	779
2022 Q2	$5K	Buy	+160	New	+$5K	﹤0.01%	535
2022 Q1	–	Sell	-160	Closed	-$24K	–	633
2021 Q4	$24K	Buy	160 +70	+78%	+$10.5K	0.02%	375
2021 Q3	$29K	Buy	+90	New	+$29K	0.02%	327