Disciplined Investments’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13
| Closed | -$405 | – | 1466 |
|
|
2023
Q2 | $405 | Buy |
13
+2
| +18% | +$62 | ﹤0.01% | 1303 |
|
|
2023
Q1 | $270 | Buy |
11
+4
| +57% | +$98 | ﹤0.01% | 1430 |
|
|
2022
Q4 | $158 | Sell |
7
-5
| -42% | -$113 | ﹤0.01% | 1469 |
|
|
2022
Q3 | $0 | Buy |
12
+7
| +140% | – | ﹤0.01% | 1633 |
|
|
2022
Q2 | $0 | Sell |
5
-3
| -38% | – | ﹤0.01% | 1640 |
|
|
2022
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1629 |
|