Financial Gravity Asset 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 |
-27
| Closed | -$938 | – | 2479 |
|
|
2024
Q1 | $938 | Buy |
+27
| New | +$938 | ﹤0.01% | 1251 |
|
|
2023
Q3 | – | Sell |
-31
| Closed | -$926 | – | 1762 |
|
|
2023
Q2 | $926 | Buy |
+31
| New | +$926 | ﹤0.01% | 828 |
|
|
2023
Q1 | – | Sell |
-23
| Closed | -$594 | – | 1663 |
|
|
2022
Q4 | $594 | Buy |
+23
| New | +$594 | ﹤0.01% | 780 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | -$53K | – | 1017 |
|
|
2021
Q2 | $53K | Hold |
1
| – | – | 0.02% | 545 |
|
|
2021
Q1 | $76 | Buy |
+1
| New | +$76 | ﹤0.01% | 523 |
|
|
2020
Q1 | – | Sell |
-301
| Closed | -$36K | – | 1380 |
|
|
2019
Q4 | $36K | Sell |
301
-1
| -0.3% | -$120 | 0.02% | 793 |
|
|
2019
Q3 | $8K | Sell |
302
-138
| -31% | -$3.66K | 0.01% | 645 |
|
|
2019
Q2 | $12K | Sell |
440
-8
| -2% | -$218 | 0.01% | 562 |
|
|
2019
Q1 | $9K | Buy |
+448
| New | +$9K | 0.01% | 584 |
|
|
2018
Q3 | $3K | Sell |
198
-16
| -7% | -$242 | ﹤0.01% | 884 |
|
|
2018
Q2 | $3K | Sell |
214
-104
| -33% | -$1.46K | ﹤0.01% | 920 |
|
|
2018
Q1 | $3K | Buy |
+318
| New | +$3K | ﹤0.01% | 885 |
|