Wolff Wiese Magana’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$4.09K | – | 748 |
|
|
2023
Q4 | $4.09K | Hold |
100
| – | – | ﹤0.01% | 403 |
|
|
2023
Q3 | $2.85K | Hold |
100
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $3.58K | Hold |
100
| – | – | ﹤0.01% | 484 |
|
|
2023
Q1 | $1.59K | Hold |
100
| – | – | ﹤0.01% | 533 |
|
|
2022
Q4 | $1.32K | Sell |
100
-50
| -33% | -$661 | ﹤0.01% | 546 |
|
|
2022
Q3 | $3K | Sell |
150
-75
| -33% | -$1.5K | ﹤0.01% | 689 |
|
|
2022
Q2 | $7K | Sell |
225
-10,512
| -98% | -$327K | 0.01% | 594 |
|
|
2022
Q1 | $1.17M | Buy |
10,737
+6,178
| +136% | +$674K | 0.78% | 39 |
|
|
2021
Q4 | $690K | Buy |
4,559
+3,415
| +299% | +$517K | 0.45% | 57 |
|
|
2021
Q3 | $362K | Buy |
1,144
+539
| +89% | +$171K | 0.26% | 94 |
|
|
2021
Q2 | $76K | Hold |
605
| – | – | 0.05% | 226 |
|
|
2021
Q1 | $78K | Buy |
+605
| New | +$78K | 0.06% | 217 |
|