BDO Wealth Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $18.7K | Hold |
600
| – | – | ﹤0.01% | 585 |
|
|
2023
Q1 | $14.7K | Hold |
600
| – | – | ﹤0.01% | 637 |
|
|
2022
Q4 | $13.5K | Hold |
600
| – | – | ﹤0.01% | 642 |
|
|
2022
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 696 |
|
|
2022
Q2 | $12K | Buy |
600
+100
| +20% | +$2K | ﹤0.01% | 658 |
|
|
2022
Q1 | $13K | Buy |
500
+100
| +25% | +$2.6K | ﹤0.01% | 693 |
|
|
2021
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 631 |
|
|
2021
Q3 | $22K | Hold |
400
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $21K | Sell |
400
-16
| -4% | -$840 | ﹤0.01% | 620 |
|
|
2021
Q1 | $24K | Hold |
416
| – | – | ﹤0.01% | 590 |
|
|
2020
Q4 | $16K | Buy |
416
+400
| +2,500% | +$15.4K | ﹤0.01% | 496 |
|
|
2020
Q3 | $0 | Buy |
+16
| New | – | ﹤0.01% | 955 |
|