AEPWM
Atlantic Edge Private Wealth Management’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$2.92K | – | 520 |
|
|
2024
Q4 | $2.92K | Sell |
100
-500
| -83% | -$14.6K | ﹤0.01% | 424 |
|
|
2024
Q3 | $19.2K | Hold |
600
| – | – | 0.01% | 274 |
|
|
2024
Q2 | $18.4K | Hold |
600
| – | – | 0.01% | 262 |
|
|
2024
Q1 | $21.1K | Hold |
600
| – | – | 0.01% | 246 |
|
|
2023
Q4 | $20.4K | Buy |
+600
| New | +$20.4K | 0.01% | 237 |
|