Atom Investors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-9,365
| Closed | -$288K | – | 613 |
|
2024
Q2 | $288K | Sell |
9,365
-12,777
| -58% | -$392K | 0.03% | 382 |
|
2024
Q1 | $780K | Buy |
+22,142
| New | +$780K | 0.1% | 254 |
|
2023
Q4 | – | Sell |
-22,426
| Closed | -$660K | – | 551 |
|
2023
Q3 | $660K | Buy |
22,426
+12,309
| +122% | +$363K | 0.15% | 186 |
|
2023
Q2 | $315K | Buy |
+10,117
| New | +$315K | 0.12% | 181 |
|
2021
Q1 | – | Sell |
-18,680
| Closed | -$715K | – | 413 |
|
2020
Q4 | $715K | Buy |
+18,680
| New | +$715K | 0.07% | 206 |
|
2020
Q1 | – | Sell |
-29,817
| Closed | -$860K | – | 368 |
|
2019
Q4 | $860K | Buy |
+29,817
| New | +$860K | 0.07% | 156 |
|
2019
Q3 | – | Sell |
-108,308
| Closed | -$2.88M | – | 425 |
|
2019
Q2 | $2.88M | Buy |
+108,308
| New | +$2.88M | 0.19% | 152 |
|