XR Securities’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Hold |
0
| – | – | – | 178 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 223 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 223 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 212 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 229 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 302 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 304 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 256 |
|
2022
Q2 | – | Sell |
-3,929
| Closed | -$429K | – | 258 |
|
2022
Q1 | $429K | Buy |
3,929
+2,415
| +160% | +$264K | 0.07% | 44 |
|
2021
Q4 | $229K | Buy |
+1,514
| New | +$229K | 0.02% | 112 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 283 |
|