Western 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
Q2
Sell
-4,186
Closed -$456K 857
2022
Q1
$456K Buy
4,186
+2,570
+159% +$280K 0.02% 551
2021
Q4
$244K Buy
+1,616
New +$244K 0.02% 525