Alpha Windward’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,200
| Closed | -$395K | – | 339 |
|
|
2020
Q3 | $395K | Buy |
+13,200
| New | +$395K | 0.29% | 138 |
|
|
2014
Q2 | – | Sell |
-1,058
| Closed | -$28K | – | 443 |
|
|
2014
Q1 | $28K | Sell |
1,058
-13,260
| -93% | -$351K | 0.02% | 322 |
|
|
2013
Q4 | $477K | Buy |
14,318
+2,503
| +21% | +$83.4K | 0.33% | 102 |
|
|
2013
Q3 | $450K | Sell |
11,815
-240
| -2% | -$9.14K | 0.34% | 86 |
|
|
2013
Q2 | $453K | Buy |
+12,055
| New | +$453K | 0.36% | 31 |
|