Crawford Investment Counsel’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-65,700
| Closed | -$984K | – | 255 |
|
|
2015
Q4 | $984K | Sell |
65,700
-2,700
| -4% | -$40.4K | 0.04% | 154 |
|
|
2015
Q3 | $1.66M | Buy |
68,400
+1,700
| +3% | +$41.2K | 0.07% | 114 |
|
|
2015
Q2 | $1.89M | Sell |
66,700
-4,440
| -6% | -$126K | 0.07% | 109 |
|
|
2015
Q1 | $1.95M | Buy |
71,140
+14,300
| +25% | +$392K | 0.07% | 109 |
|
|
2014
Q4 | $2.06M | Sell |
56,840
-6,510
| -10% | -$236K | 0.07% | 96 |
|
|
2014
Q3 | $1.92M | Sell |
63,350
-56,550
| -47% | -$1.72M | 0.07% | 91 |
|
|
2014
Q2 | $3.44M | Buy |
119,900
+13,980
| +13% | +$401K | 0.12% | 69 |
|
|
2014
Q1 | $2.82M | Buy |
105,920
+88,520
| +509% | +$2.35M | 0.1% | 73 |
|
|
2013
Q4 | $580K | Buy |
+17,400
| New | +$580K | 0.02% | 166 |
|