Advance Capital I’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-14,900
| Closed | -$361K | – | 204 |
|
|
2015
Q3 | $361K | Buy |
+14,900
| New | +$361K | 0.3% | 145 |
|
|
2014
Q2 | – | Sell |
-33,400
| Closed | -$888K | – | 223 |
|
|
2014
Q1 | $888K | Buy |
33,400
+14,800
| +80% | +$393K | 0.46% | 163 |
|
|
2013
Q4 | $620K | Buy |
+18,600
| New | +$620K | 0.3% | 215 |
|
|
2013
Q3 | – | Sell |
-9,400
| Closed | -$353K | – | 371 |
|
|
2013
Q2 | $353K | Buy |
+9,400
| New | +$353K | 0.17% | 240 |
|