AR
Advisory Research’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,800
| Closed | -$999K | – | 441 |
|
|
2021
Q4 | $999K | Sell |
20,800
-6,665
| -24% | -$320K | 0.08% | 197 |
|
|
2021
Q3 | $1.54M | Sell |
27,465
-1,848
| -6% | -$104K | 0.1% | 157 |
|
|
2021
Q2 | $1.56M | Sell |
29,313
-577
| -2% | -$30.6K | 0.1% | 168 |
|
|
2021
Q1 | $1.72M | Sell |
29,890
-3,756
| -11% | -$217K | 0.12% | 141 |
|
|
2020
Q4 | $1.29M | Buy |
+33,646
| New | +$1.29M | 0.09% | 166 |
|