Your Advocates Ltd’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5
| Closed | -$143 | – | 281 |
|
|
2023
Q3 | $143 | Sell |
5
-1,025
| -100% | -$29.3K | ﹤0.01% | 275 |
|
|
2023
Q2 | $36.9K | Hold |
1,030
| – | – | 0.02% | 67 |
|
|
2023
Q1 | $16.4K | Hold |
1,030
| – | – | 0.01% | 76 |
|
|
2022
Q4 | $13.6K | Buy |
1,030
+1,000
| +3,333% | +$13.2K | 0.01% | 79 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 184 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 194 |
|
|
2022
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 165 |
|
|
2021
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 125 |
|
|
2021
Q3 | $9K | Hold |
30
| – | – | 0.01% | 97 |
|
|
2021
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 106 |
|