AUA Capital Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27
| Closed | -$609 | – | 319 |
|
|
2022
Q4 | $609 | Hold |
27
| – | – | ﹤0.01% | 324 |
|
|
2022
Q3 | $0 | Hold |
27
| – | – | ﹤0.01% | 376 |
|
|
2022
Q2 | $1K | Sell |
27
-40
| -60% | -$1.48K | ﹤0.01% | 349 |
|
|
2022
Q1 | $2K | Sell |
67
-41
| -38% | -$1.22K | ﹤0.01% | 309 |
|
|
2021
Q4 | $5K | Sell |
108
-4
| -4% | -$185 | ﹤0.01% | 205 |
|
|
2021
Q3 | $6K | Sell |
112
-10
| -8% | -$536 | ﹤0.01% | 186 |
|
|
2021
Q2 | $6K | Sell |
122
-5
| -4% | -$246 | ﹤0.01% | 186 |
|
|
2021
Q1 | $7K | Sell |
127
-11
| -8% | -$606 | ﹤0.01% | 183 |
|
|
2020
Q4 | $5K | Hold |
138
| – | – | ﹤0.01% | 199 |
|
|
2020
Q3 | $4K | Buy |
+138
| New | +$4K | ﹤0.01% | 202 |
|