WR Wealth Planners’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.66K | Sell |
27
-187
| -87% | -$11.5K | ﹤0.01% | 877 |
|
|
2024
Q3 | $8.56K | Sell |
214
-7
| -3% | -$280 | ﹤0.01% | 659 |
|
|
2024
Q2 | $5.21K | Sell |
221
-25
| -10% | -$590 | ﹤0.01% | 711 |
|
|
2024
Q1 | $6.62K | Buy |
+246
| New | +$6.62K | ﹤0.01% | 672 |
|
|
2023
Q4 | – | Sell |
-429
| Closed | -$12.2K | – | 822 |
|
|
2023
Q3 | $12.2K | Sell |
429
-65
| -13% | -$1.86K | ﹤0.01% | 511 |
|
|
2023
Q2 | $17.7K | Sell |
494
-286
| -37% | -$10.2K | 0.01% | 453 |
|
|
2023
Q1 | $12.4K | Sell |
780
-4,049
| -84% | -$64.3K | 0.01% | 502 |
|
|
2022
Q4 | $63.8K | Buy |
4,829
+2,799
| +138% | +$37K | 0.04% | 155 |
|
|
2022
Q3 | $42.2K | Buy |
2,030
+642
| +46% | +$13.3K | 0.03% | 174 |
|
|
2022
Q2 | $43.9K | Buy |
1,388
+426
| +44% | +$13.5K | 0.03% | 181 |
|
|
2022
Q1 | $105K | Buy |
+962
| New | +$105K | 0.06% | 132 |
|