Capstone Asset Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $133K | Sell |
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|
2017
Q1 | $110K | Sell |
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|
2016
Q4 | $159K | Sell |
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|
2016
Q3 | $420K | Sell |
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|
2016
Q2 | $412K | Sell |
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|
2016
Q1 | $575K | Buy |
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|
2015
Q4 | $360K | Buy |
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|
2015
Q3 | $222K | Buy |
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|
2015
Q2 | $244K | Buy |
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|
2015
Q1 | $207K | Buy |
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|
2014
Q4 | $262K | Sell |
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|
2014
Q3 | $219K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $299K | Sell |
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|
2013
Q3 | $410K | Buy |
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|
2013
Q2 | $397K | Buy |
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