Burney Company’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-8,573
| Closed | -$246K | – | 413 |
|
|
2014
Q2 | $246K | Sell |
8,573
-12,028
| -58% | -$345K | 0.02% | 375 |
|
|
2014
Q1 | $548K | Sell |
20,601
-7,617
| -27% | -$203K | 0.05% | 256 |
|
|
2013
Q4 | $941K | Sell |
28,218
-5,708
| -17% | -$190K | 0.09% | 211 |
|
|
2013
Q3 | $1.29M | Sell |
33,926
-634
| -2% | -$24.2K | 0.14% | 169 |
|
|
2013
Q2 | $1.3M | Buy |
+34,560
| New | +$1.3M | 0.16% | 155 |
|