Bowling Portfolio Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,780
| Closed | -$292K | – | 361 |
|
|
2020
Q3 | $292K | Sell |
9,780
-19,083
| -66% | -$570K | 0.07% | 276 |
|
|
2020
Q2 | $803K | Sell |
28,863
-5,318
| -16% | -$148K | 0.17% | 157 |
|
|
2020
Q1 | $483K | Sell |
34,181
-10,840
| -24% | -$153K | 0.12% | 241 |
|
|
2019
Q4 | $1.3M | Sell |
45,021
-14,252
| -24% | -$411K | 0.22% | 132 |
|
|
2019
Q3 | $1.53M | Sell |
59,273
-15,455
| -21% | -$399K | 0.26% | 122 |
|
|
2019
Q2 | $1.99M | Buy |
+74,728
| New | +$1.99M | 0.33% | 92 |
|
|
2016
Q4 | – | Sell |
-42,017
| Closed | -$531K | – | 325 |
|
|
2016
Q3 | $531K | Buy |
+42,017
| New | +$531K | 0.07% | 215 |
|