CIBC World Market’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 |
-4,465
| Closed | -$214K | – | 1345 |
|
|
2021
Q4 | $214K | Sell |
4,465
-10,837
| -71% | -$519K | ﹤0.01% | 1155 |
|
|
2021
Q3 | $860K | Sell |
15,302
-546
| -3% | -$30.7K | ﹤0.01% | 761 |
|
|
2021
Q2 | $841K | Sell |
15,848
-7,089
| -31% | -$376K | ﹤0.01% | 782 |
|
|
2021
Q1 | $1.32M | Buy |
+22,937
| New | +$1.32M | ﹤0.01% | 639 |
|
|
2020
Q3 | – | Sell |
-32,018
| Closed | -$891K | – | 1103 |
|
|
2020
Q2 | $891K | Buy |
+32,018
| New | +$891K | ﹤0.01% | 615 |
|
|
2019
Q4 | – | Sell |
-88,772
| Closed | -$2.29M | – | 1148 |
|
|
2019
Q3 | $2.29M | Buy |
+88,772
| New | +$2.29M | 0.01% | 391 |
|
|
2015
Q1 | – | Sell |
-20,545
| Closed | -$746K | – | 862 |
|
|
2014
Q4 | $746K | Sell |
20,545
-7,405
| -26% | -$269K | ﹤0.01% | 525 |
|
|
2014
Q3 | $848K | Buy |
+27,950
| New | +$848K | ﹤0.01% | 438 |
|
|
2014
Q1 | – | Sell |
-9,080
| Closed | -$303K | – | 734 |
|
|
2013
Q4 | $303K | Buy |
+9,080
| New | +$303K | ﹤0.01% | 595 |
|