Carroll Financial Associates’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-16
| Closed | – | – | 1954 |
|
|
2021
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 1965 |
|
|
2021
Q2 | $0 | Sell |
16
-1,531
| -99% | – | ﹤0.01% | 1870 |
|
|
2021
Q1 | $89K | Buy |
+1,547
| New | +$89K | 0.01% | 596 |
|
|
2017
Q2 | – | Sell |
-300
| Closed | -$2K | – | 1258 |
|
|
2017
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 1107 |
|
|
2016
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 1024 |
|
|
2016
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 1040 |
|
|
2016
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 1025 |
|
|
2016
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 955 |
|
|
2015
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 917 |
|
|
2015
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 786 |
|
|
2015
Q2 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 736 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$9K | – | 892 |
|
|
2014
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 580 |
|
|
2014
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 620 |
|
|
2014
Q1 | $8K | Sell |
300
-500
| -63% | -$13.3K | ﹤0.01% | 576 |
|
|
2013
Q4 | $26K | Sell |
800
-5,600
| -88% | -$182K | 0.01% | 383 |
|
|
2013
Q3 | $243K | Sell |
6,400
-1,800
| -22% | -$68.3K | 0.09% | 127 |
|
|
2013
Q2 | $307K | Buy |
+8,200
| New | +$307K | 0.15% | 96 |
|