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