Advisor Group’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $19K | Buy |
688
+87
| +14% | +$2.4K | ﹤0.01% | 3986 |
|
|
2019
Q3 | $15K | Buy |
601
+51
| +9% | +$1.27K | ﹤0.01% | 4121 |
|
|
2019
Q2 | $14K | Sell |
550
-2,708
| -83% | -$68.9K | ﹤0.01% | 4183 |
|
|
2019
Q1 | $67K | Buy |
3,258
+500
| +18% | +$10.3K | ﹤0.01% | 3174 |
|
|
2018
Q4 | $45K | Buy |
2,758
+101
| +4% | +$1.65K | ﹤0.01% | 3250 |
|
|
2018
Q3 | $38K | Buy |
2,657
+2,597
| +4,328% | +$37.1K | ﹤0.01% | 3480 |
|
|
2018
Q2 | $1K | Sell |
60
-670
| -92% | -$11.2K | ﹤0.01% | 4824 |
|
|
2018
Q1 | $7K | Sell |
730
-4,115
| -85% | -$39.5K | ﹤0.01% | 4275 |
|
|
2017
Q4 | $54K | Hold |
4,845
| – | – | ﹤0.01% | 3023 |
|
|
2017
Q3 | $56K | Buy |
4,845
+328
| +7% | +$3.79K | ﹤0.01% | 2860 |
|
|
2017
Q2 | $53K | Buy |
4,517
+31
| +0.7% | +$364 | ﹤0.01% | 2806 |
|
|
2017
Q1 | $40K | Buy |
4,486
+529
| +13% | +$4.72K | ﹤0.01% | 2889 |
|
|
2016
Q4 | $45K | Buy |
3,957
+241
| +6% | +$2.74K | ﹤0.01% | 2694 |
|
|
2016
Q3 | $47K | Buy |
3,716
+2,089
| +128% | +$26.4K | ﹤0.01% | 2593 |
|
|
2016
Q2 | $19K | Buy |
+1,627
| New | +$19K | ﹤0.01% | 3103 |
|