WR Wealth Planners’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.66K | Sell |
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|
2024
Q3 | $8.56K | Sell |
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|
2024
Q2 | $5.21K | Sell |
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|
2024
Q1 | $6.62K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $12.2K | Sell |
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|
2023
Q2 | $17.7K | Sell |
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|
2023
Q1 | $12.4K | Sell |
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|
2022
Q4 | $63.8K | Buy |
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|
2022
Q3 | $42.2K | Buy |
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|
2022
Q2 | $43.9K | Buy |
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|
2022
Q1 | $105K | Buy |
|