Evergreen Capital Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,940
| Closed | -$209K | – | 992 |
|
|
2024
Q1 | $209K | Sell |
5,940
-17
| -0.3% | -$599 | 0.01% | 782 |
|
|
2023
Q4 | $205K | Buy |
+5,957
| New | +$205K | 0.01% | 767 |
|
|
2020
Q1 | – | Sell |
-7,765
| Closed | -$224K | – | 482 |
|
|
2019
Q4 | $224K | Hold |
7,765
| – | – | 0.02% | 417 |
|
|
2019
Q3 | $200K | Hold |
7,765
| – | – | 0.02% | 395 |
|
|
2019
Q2 | $207K | Buy |
+7,765
| New | +$207K | 0.02% | 391 |
|