B. Riley Financial’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-55,798
| Closed | -$802K | – | 179 |
|
|
2018
Q3 | $802K | Hold |
55,798
| – | – | 0.23% | 66 |
|
|
2018
Q2 | $821K | Sell |
55,798
-45,702
| -45% | -$672K | 0.22% | 86 |
|
|
2018
Q1 | $876K | Buy |
+101,500
| New | +$876K | 0.24% | 97 |
|
|
2017
Q3 | – | Sell |
-23,206
| Closed | -$272K | – | 332 |
|
|
2017
Q2 | $272K | Buy |
23,206
+706
| +3% | +$8.28K | 0.07% | 160 |
|
|
2017
Q1 | $200K | Buy |
+22,500
| New | +$200K | 0.1% | 137 |
|