Alpha Omega Wealth Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,500
| Closed | -$13K | – | 531 |
|
|
2018
Q1 | $13K | Hold |
1,500
| – | – | 0.01% | 328 |
|
|
2017
Q4 | $17K | Hold |
1,500
| – | – | 0.01% | 308 |
|
|
2017
Q3 | $17K | Hold |
1,500
| – | – | 0.01% | 309 |
|
|
2017
Q2 | $18K | Hold |
1,500
| – | – | 0.01% | 297 |
|
|
2017
Q1 | $13K | Buy |
1,500
+490
| +49% | +$4.25K | 0.01% | 330 |
|
|
2016
Q4 | $11K | Hold |
1,010
| – | – | 0.01% | 338 |
|
|
2016
Q3 | $13K | Hold |
1,010
| – | – | 0.01% | 158 |
|
|
2016
Q2 | $12K | Buy |
1,010
+250
| +33% | +$2.97K | 0.01% | 165 |
|
|
2016
Q1 | $12K | Hold |
760
| – | – | 0.01% | 160 |
|
|
2015
Q4 | $11K | Buy |
+760
| New | +$11K | 0.01% | 161 |
|