Boston Private Bank & Trust’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
$10K Sell
375
-50
-12% -$1.33K ﹤0.01% 827
2014
Q4
$15K Hold
425
﹤0.01% 795
2014
Q3
$13K Hold
425
﹤0.01% 833
2014
Q2
$12K Buy
425
+120
+39% +$3.39K ﹤0.01% 801
2014
Q1
$8K Sell
305
-438
-59% -$11.5K ﹤0.01% 881
2013
Q4
$25K Buy
743
+505
+212% +$17K ﹤0.01% 705
2013
Q3
$9K Buy
238
+100
+72% +$3.78K ﹤0.01% 819
2013
Q2
$5K Buy
+138
New +$5K ﹤0.01% 852