Chesapeake Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $228K | Sell |
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|
2021
Q3 | $333K | Sell |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $515K | Sell |
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|
2020
Q4 | $389K | Sell |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $368K | Sell |
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|
2020
Q1 | $556K | Buy |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $888K | Buy |
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|
2019
Q2 | $670K | Buy |
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