WA
Wealth Advisors’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,477
| Closed | -$379K | – | 66 |
|
|
2022
Q1 | $379K | Buy |
3,477
+259
| +8% | +$28.2K | 0.14% | 47 |
|
|
2021
Q4 | $487K | Buy |
3,218
+581
| +22% | +$87.9K | 0.17% | 42 |
|
|
2021
Q3 | $764K | Sell |
2,637
-508
| -16% | -$147K | 0.3% | 35 |
|
|
2021
Q2 | $383K | Buy |
3,145
+924
| +42% | +$113K | 0.14% | 45 |
|
|
2021
Q1 | $204K | Buy |
+2,221
| New | +$204K | 0.08% | 66 |
|