Aperio Group’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 | $943K | Buy |
24,620
+827
| +3% | +$31.7K | ﹤0.01% | 1626 |
|
|
2020
Q3 | $711K | Buy |
23,793
+559
| +2% | +$16.7K | ﹤0.01% | 1611 |
|
|
2020
Q2 | $646K | Sell |
23,234
-18,526
| -44% | -$515K | ﹤0.01% | 1644 |
|
|
2020
Q1 | $590K | Buy |
41,760
+16,520
| +65% | +$233K | ﹤0.01% | 1565 |
|
|
2019
Q4 | $728K | Buy |
25,240
+5,674
| +29% | +$164K | ﹤0.01% | 1616 |
|
|
2019
Q3 | $505K | Sell |
19,566
-1,205
| -6% | -$31.1K | ﹤0.01% | 1755 |
|
|
2019
Q2 | $553K | Buy |
20,771
+2,864
| +16% | +$76.3K | ﹤0.01% | 1731 |
|
|
2019
Q1 | $374K | Sell |
17,907
-1,115
| -6% | -$23.3K | ﹤0.01% | 1898 |
|
|
2018
Q4 | $308K | Sell |
19,022
-335
| -2% | -$5.42K | ﹤0.01% | 1931 |
|
|
2018
Q3 | $278K | Buy |
19,357
+319
| +2% | +$4.58K | ﹤0.01% | 2049 |
|
|
2018
Q2 | $280K | Sell |
19,038
-9,268
| -33% | -$136K | ﹤0.01% | 2029 |
|
|
2018
Q1 | $244K | Sell |
28,306
-1,458
| -5% | -$12.6K | ﹤0.01% | 2052 |
|
|
2017
Q4 | $330K | Sell |
29,764
-5,731
| -16% | -$63.5K | ﹤0.01% | 1900 |
|
|
2017
Q3 | $407K | Sell |
35,495
-3,638
| -9% | -$41.7K | ﹤0.01% | 1762 |
|
|
2017
Q2 | $459K | Buy |
39,133
+4,006
| +11% | +$47K | ﹤0.01% | 1696 |
|
|
2017
Q1 | $312K | Buy |
35,127
+18,963
| +117% | +$168K | ﹤0.01% | 1805 |
|
|
2016
Q4 | $182K | Sell |
16,164
-3,673
| -19% | -$41.4K | ﹤0.01% | 2022 |
|
|
2016
Q3 | $251K | Buy |
19,837
+4,285
| +28% | +$54.2K | ﹤0.01% | 1816 |
|
|
2016
Q2 | $191K | Sell |
15,552
-13,180
| -46% | -$162K | ﹤0.01% | 1874 |
|
|
2016
Q1 | $455K | Sell |
28,732
-3,647
| -11% | -$57.8K | ﹤0.01% | 1415 |
|
|
2015
Q4 | $485K | Buy |
32,379
+20,449
| +171% | +$306K | ﹤0.01% | 1349 |
|
|
2015
Q3 | $289K | Buy |
11,930
+2,879
| +32% | +$69.7K | ﹤0.01% | 1580 |
|
|
2015
Q2 | $257K | Sell |
9,051
-96
| -1% | -$2.73K | ﹤0.01% | 1726 |
|
|
2015
Q1 | $251K | Sell |
9,147
-213
| -2% | -$5.85K | ﹤0.01% | 1681 |
|
|
2014
Q4 | $340K | Sell |
9,360
-2,178
| -19% | -$79.1K | ﹤0.01% | 1429 |
|
|
2014
Q3 | $350K | Sell |
11,538
-14,150
| -55% | -$429K | ﹤0.01% | 1312 |
|
|
2014
Q2 | $737K | Buy |
25,688
+12,381
| +93% | +$355K | 0.01% | 962 |
|
|
2014
Q1 | $354K | Buy |
+13,307
| New | +$354K | 0.01% | 1509 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 956 |
|