Belpointe Asset 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
Q2 | – | Sell |
-500
| Closed | -$12.3K | – | 3234 |
|
|
2023
Q1 | $12.3K | Hold |
500
| – | – | ﹤0.01% | 2595 |
|
|
2022
Q4 | $11.3K | Buy |
+500
| New | +$11.3K | ﹤0.01% | 2554 |
|
|
2022
Q2 | – | Sell |
-8,100
| Closed | -$204K | – | 1271 |
|
|
2022
Q1 | $204K | Sell |
8,100
-96
| -1% | -$2.42K | 0.01% | 903 |
|
|
2021
Q4 | $394K | Hold |
8,196
| – | – | 0.02% | 604 |
|
|
2021
Q3 | $460K | Buy |
8,196
+23
| +0.3% | +$1.29K | 0.03% | 536 |
|
|
2021
Q2 | $434K | Sell |
8,173
-800
| -9% | -$42.5K | 0.03% | 543 |
|
|
2021
Q1 | $517K | Buy |
8,973
+50
| +0.6% | +$2.88K | 0.04% | 429 |
|
|
2020
Q4 | $342K | Buy |
8,923
+23
| +0.3% | +$882 | 0.03% | 510 |
|
|
2020
Q3 | $266K | Hold |
8,900
| – | – | 0.03% | 476 |
|
|
2020
Q2 | $248K | Hold |
8,900
| – | – | 0.03% | 466 |
|
|
2020
Q1 | $126K | Sell |
8,900
-15,475
| -63% | -$219K | 0.02% | 548 |
|
|
2019
Q4 | $703K | Buy |
24,375
+17,475
| +253% | +$504K | 0.09% | 241 |
|
|
2019
Q3 | $178K | Buy |
+6,900
| New | +$178K | 0.03% | 495 |
|