Bogle Investment Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,800
| Closed | -$490K | – | 111 |
|
|
2020
Q4 | $490K | Sell |
12,800
-3,723
| -23% | -$143K | 0.78% | 48 |
|
|
2020
Q3 | $494K | Buy |
16,523
+4,700
| +40% | +$141K | 0.14% | 150 |
|
|
2020
Q2 | $329K | Buy |
+11,823
| New | +$329K | 0.05% | 246 |
|
|
2019
Q4 | – | Sell |
-350,026
| Closed | -$9.03M | – | 326 |
|
|
2019
Q3 | $9.03M | Sell |
350,026
-55,596
| -14% | -$1.43M | 0.78% | 60 |
|
|
2019
Q2 | $10.8M | Buy |
+405,622
| New | +$10.8M | 0.85% | 52 |
|
|
2016
Q3 | – | Sell |
-234,503
| Closed | -$2.88M | – | 447 |
|
|
2016
Q2 | $2.88M | Buy |
+234,503
| New | +$2.88M | 0.2% | 145 |
|