Advisory Services Network’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-870
| Closed | -$29.6K | – | 3563 |
|
|
2023
Q4 | $29.6K | Buy |
+870
| New | +$29.6K | ﹤0.01% | 2308 |
|
|
2023
Q2 | – | Sell |
-870
| Closed | -$21.3K | – | 3555 |
|
|
2023
Q1 | $21.3K | Hold |
870
| – | – | ﹤0.01% | 2498 |
|
|
2022
Q4 | $19.6K | Buy |
+870
| New | +$19.6K | ﹤0.01% | 2488 |
|
|
2021
Q3 | – | Sell |
-3,579
| Closed | -$190K | – | 3131 |
|
|
2021
Q2 | $190K | Sell |
3,579
-14
| -0.4% | -$743 | 0.01% | 1294 |
|
|
2021
Q1 | $207K | Buy |
3,593
+737
| +26% | +$42.5K | 0.01% | 1171 |
|
|
2020
Q4 | $109K | Buy |
2,856
+1,162
| +69% | +$44.3K | ﹤0.01% | 1300 |
|
|
2020
Q3 | $51K | Buy |
+1,694
| New | +$51K | ﹤0.01% | 1583 |
|
|
2020
Q2 | – | Sell |
-1,615
| Closed | -$23K | – | 2672 |
|
|
2020
Q1 | $23K | Sell |
1,615
-21
| -1% | -$299 | ﹤0.01% | 1797 |
|
|
2019
Q4 | $47K | Buy |
1,636
+1,486
| +991% | +$42.7K | ﹤0.01% | 1522 |
|
|
2019
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 2493 |
|
|
2019
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 2491 |
|
|
2019
Q1 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 2274 |
|
|
2016
Q2 | – | Sell |
-245
| Closed | -$4K | – | 1967 |
|
|
2016
Q1 | $4K | Hold |
245
| – | – | ﹤0.01% | 1341 |
|
|
2015
Q4 | $4K | Buy |
+245
| New | +$4K | ﹤0.01% | 1213 |
|
|
2015
Q3 | – | Sell |
-59
| Closed | -$2K | – | 1602 |
|
|
2015
Q2 | $2K | Sell |
59
-75
| -56% | -$2.54K | ﹤0.01% | 1288 |
|
|
2015
Q1 | $4K | Hold |
134
| – | – | ﹤0.01% | 1073 |
|
|
2014
Q4 | $4K | Buy |
+134
| New | +$4K | ﹤0.01% | 976 |
|