Avestar Capital’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,327
| Closed | -$209K | – | 409 |
|
|
2021
Q4 | $209K | Hold |
4,327
| – | – | 0.03% | 334 |
|
|
2021
Q3 | $243K | Sell |
4,327
-3
| -0.1% | -$168 | 0.03% | 304 |
|
|
2021
Q2 | $231K | Sell |
4,330
-10
| -0.2% | -$533 | 0.03% | 311 |
|
|
2021
Q1 | $256K | Sell |
4,340
-5,974
| -58% | -$352K | 0.06% | 271 |
|
|
2020
Q4 | $398K | Sell |
10,314
-1,498
| -13% | -$57.8K | 0.11% | 171 |
|
|
2020
Q3 | $372K | Sell |
11,812
-4,626
| -28% | -$146K | 0.12% | 139 |
|
|
2020
Q2 | $457K | Sell |
16,438
-1,702
| -9% | -$47.3K | 0.2% | 110 |
|
|
2020
Q1 | $256K | Buy |
+18,140
| New | +$256K | 0.14% | 130 |
|