Warren Street Wealth 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
Q2
Sell
-3,000
Closed -$327K 62
2022
Q1
$327K Buy
3,000
+2,380
+384% +$259K 0.29% 40
2021
Q4
$94K Buy
+620
New +$94K 0.09% 51