Convergence Investment Partners’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-635
| Closed | -$5K | – | 880 |
|
|
2018
Q1 | $5K | Buy |
+635
| New | +$5K | ﹤0.01% | 846 |
|
|
2017
Q4 | – | Sell |
-51,932
| Closed | -$596K | – | 351 |
|
|
2017
Q3 | $596K | Buy |
51,932
+10,729
| +26% | +$123K | 0.08% | 265 |
|
|
2017
Q2 | $483K | Sell |
41,203
-16,982
| -29% | -$199K | 0.07% | 292 |
|
|
2017
Q1 | $516K | Buy |
+58,185
| New | +$516K | 0.07% | 300 |
|
|
2015
Q4 | – | Sell |
-59,770
| Closed | -$1.45M | – | 388 |
|
|
2015
Q3 | $1.45M | Buy |
+59,770
| New | +$1.45M | 0.17% | 203 |
|