Chesapeake Wealth Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,745
| Closed | -$228K | – | 196 |
|
|
2021
Q4 | $228K | Sell |
4,745
-1,175
| -20% | -$56.5K | 0.08% | 186 |
|
|
2021
Q3 | $333K | Sell |
5,920
-2,055
| -26% | -$116K | 0.12% | 152 |
|
|
2021
Q2 | $423K | Sell |
7,975
-965
| -11% | -$51.2K | 0.14% | 148 |
|
|
2021
Q1 | $515K | Sell |
8,940
-1,220
| -12% | -$70.3K | 0.17% | 127 |
|
|
2020
Q4 | $389K | Sell |
10,160
-1,325
| -12% | -$50.7K | 0.13% | 149 |
|
|
2020
Q3 | $343K | Sell |
11,485
-1,757
| -13% | -$52.5K | 0.13% | 152 |
|
|
2020
Q2 | $368K | Sell |
13,242
-26,113
| -66% | -$726K | 0.15% | 140 |
|
|
2020
Q1 | $556K | Buy |
39,355
+658
| +2% | +$9.3K | 0.26% | 98 |
|
|
2019
Q4 | $1.12M | Buy |
38,697
+4,271
| +12% | +$123K | 0.43% | 72 |
|
|
2019
Q3 | $888K | Buy |
34,426
+9,260
| +37% | +$239K | 0.36% | 89 |
|
|
2019
Q2 | $670K | Buy |
+25,166
| New | +$670K | 0.28% | 99 |
|