Crossmark Global Holdings’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 |
-5,680
| Closed | -$273K | – | 1388 |
|
|
2021
Q4 | $273K | Sell |
5,680
-7,620
| -57% | -$366K | 0.01% | 1193 |
|
|
2021
Q3 | $748K | Sell |
13,300
-140
| -1% | -$7.87K | 0.02% | 725 |
|
|
2021
Q2 | $713K | Buy |
13,440
+350
| +3% | +$18.6K | 0.02% | 737 |
|
|
2021
Q1 | $755K | Sell |
13,090
-820
| -6% | -$47.3K | 0.02% | 705 |
|
|
2020
Q4 | $533K | Sell |
13,910
-2,040
| -13% | -$78.2K | 0.01% | 820 |
|
|
2020
Q3 | $477K | Sell |
15,950
-340
| -2% | -$10.2K | 0.01% | 787 |
|
|
2020
Q2 | $453K | Buy |
16,290
+960
| +6% | +$26.7K | 0.01% | 801 |
|
|
2020
Q1 | $217K | Hold |
15,330
| – | – | 0.01% | 1014 |
|
|
2019
Q4 | $442K | Buy |
15,330
+240
| +2% | +$6.92K | 0.01% | 866 |
|
|
2019
Q3 | $389K | Buy |
15,090
+10
| +0.1% | +$258 | 0.01% | 908 |
|
|
2019
Q2 | $402K | Buy |
15,080
+588
| +4% | +$15.7K | 0.01% | 932 |
|
|
2019
Q1 | $302K | Sell |
14,492
-130
| -0.9% | -$2.71K | 0.01% | 1115 |
|
|
2018
Q4 | $237K | Buy |
+14,622
| New | +$237K | 0.01% | 1212 |
|
|
2018
Q1 | – | Sell |
-11,574
| Closed | -$128K | – | 1629 |
|
|
2017
Q4 | $128K | Buy |
11,574
+62
| +0.5% | +$686 | ﹤0.01% | 1622 |
|
|
2017
Q3 | $132K | Buy |
+11,512
| New | +$132K | ﹤0.01% | 1603 |
|
|
2016
Q3 | $132K | Buy |
+11,512
| New | +$132K | ﹤0.01% | 1603 |
|