CAPTRUST Financial Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,732
| Closed | -$93K | – | 3954 |
|
|
2022
Q2 | $93K | Sell |
4,732
-1,000
| -17% | -$19.7K | ﹤0.01% | 2254 |
|
|
2022
Q1 | $144K | Buy |
5,732
+2,007
| +54% | +$50.4K | ﹤0.01% | 1977 |
|
|
2021
Q4 | $180K | Buy |
3,725
+349
| +10% | +$16.9K | ﹤0.01% | 1715 |
|
|
2021
Q3 | $191K | Buy |
3,376
+30
| +0.9% | +$1.7K | ﹤0.01% | 1585 |
|
|
2021
Q2 | $179K | Buy |
3,346
+30
| +0.9% | +$1.61K | ﹤0.01% | 1607 |
|
|
2021
Q1 | $191K | Buy |
3,316
+3,206
| +2,915% | +$185K | ﹤0.01% | 1511 |
|
|
2020
Q4 | $4K | Buy |
110
+95
| +633% | +$3.46K | ﹤0.01% | 2940 |
|
|
2020
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 3242 |
|