Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,625
| Closed | -$318K | – | 294 |
|
|
2021
Q4 | $318K | Hold |
6,625
| – | – | 0.02% | 129 |
|
|
2021
Q3 | $372K | Sell |
6,625
-1,500
| -18% | -$84.2K | 0.02% | 82 |
|
|
2021
Q2 | $431K | Hold |
8,125
| – | – | 0.02% | 93 |
|
|
2021
Q1 | $468K | Hold |
8,125
| – | – | 0.03% | 80 |
|
|
2020
Q4 | $311K | Hold |
8,125
| – | – | 0.02% | 95 |
|
|
2020
Q3 | $243K | Hold |
8,125
| – | – | 0.02% | 101 |
|
|
2020
Q2 | $226K | Buy |
+8,125
| New | +$226K | 0.02% | 109 |
|
|
2020
Q1 | – | Sell |
-9,178
| Closed | -$265K | – | 219 |
|
|
2019
Q4 | $265K | Buy |
+9,178
| New | +$265K | 0.01% | 107 |
|