CWA
Carolina Wealth Advisors’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,401
| Closed | -$70K | – | 311 |
|
|
2024
Q4 | $70K | Sell |
2,401
-68
| -3% | -$1.98K | 0.04% | 91 |
|
|
2024
Q3 | $79K | Buy |
2,469
+37
| +2% | +$1.18K | 0.04% | 87 |
|
|
2024
Q2 | $74.7K | Buy |
2,432
+167
| +7% | +$5.13K | 0.04% | 80 |
|
|
2024
Q1 | $79.8K | Hold |
2,265
| – | – | 0.04% | 89 |
|
|
2023
Q4 | $76.9K | Hold |
2,265
| – | – | 0.04% | 94 |
|
|
2023
Q3 | $66.7K | Sell |
2,265
-118
| -5% | -$3.48K | 0.04% | 110 |
|
|
2023
Q2 | $74.2K | Sell |
2,383
-80,446
| -97% | -$2.5M | 0.04% | 88 |
|
|
2023
Q1 | $2.03M | Sell |
82,829
-99,030
| -54% | -$2.43M | 1.19% | 24 |
|
|
2022
Q4 | $4.1M | Sell |
181,859
-2,826
| -2% | -$63.7K | 2.58% | 16 |
|
|
2022
Q3 | $3.23M | Buy |
184,685
+2,182
| +1% | +$38.2K | 2.54% | 19 |
|
|
2022
Q2 | $3.55M | Buy |
182,503
+71,612
| +65% | +$1.39M | 2.35% | 21 |
|
|
2022
Q1 | $2.79M | Buy |
110,891
+14,334
| +15% | +$361K | 1.76% | 22 |
|
|
2021
Q4 | $4.64M | Buy |
96,557
+95,204
| +7,037% | +$4.57M | 2.62% | 15 |
|
|
2021
Q3 | $76K | Sell |
1,353
-10
| -0.7% | -$562 | 0.05% | 111 |
|
|
2021
Q2 | $72K | Buy |
1,363
+210
| +18% | +$11.1K | 0.05% | 122 |
|
|
2021
Q1 | $66K | Buy |
1,153
+1,138
| +7,587% | +$65.1K | 0.05% | 122 |
|
|
2020
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 236 |
|
|
2020
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 231 |
|