Winch Advisory Services’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 |
-287
| Closed | -$31K | – | 480 |
|
|
2022
Q1 | $31K | Buy |
+287
| New | +$31K | 0.01% | 168 |
|
|
2021
Q4 | – | Sell |
-144
| Closed | -$46K | – | 505 |
|
|
2021
Q3 | $46K | Buy |
144
+63
| +78% | +$20.1K | 0.02% | 137 |
|
|
2021
Q2 | $10K | Buy |
81
+47
| +138% | +$5.8K | ﹤0.01% | 272 |
|
|
2021
Q1 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 338 |
|