WealthPLAN Partners’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,200	Closed	-$43K	–	1119
2023 Q2	$43K	Buy	1,200 +390	+48%	+$14K	0.01%	535
2023 Q1	$12.9K	Buy	+810	New	+$12.9K	﹤0.01%	804