Contravisory Investment Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,820
| Closed | -$275K | – | 388 |
|
|
2024
Q1 | $275K | Sell |
7,820
-28
| -0.4% | -$986 | 0.06% | 178 |
|
|
2023
Q4 | $267K | Hold |
7,848
| – | – | 0.07% | 179 |
|
|
2023
Q3 | $231K | Buy |
7,848
+98
| +1% | +$2.89K | 0.07% | 179 |
|
|
2023
Q2 | $241K | Buy |
+7,750
| New | +$241K | 0.06% | 186 |
|
|
2020
Q2 | – | Sell |
-4,922
| Closed | -$70K | – | 330 |
|
|
2020
Q1 | $70K | Buy |
+4,922
| New | +$70K | 0.03% | 199 |
|