First Foundation Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-123,620
| Closed | -$1.07M | – | 350 |
|
|
2018
Q1 | $1.07M | Hold |
123,620
| – | – | 0.06% | 156 |
|
|
2017
Q4 | $1.37M | Buy |
123,620
+77,550
| +168% | +$861K | 0.07% | 146 |
|
|
2017
Q3 | $529K | Hold |
46,070
| – | – | 0.03% | 198 |
|
|
2017
Q2 | $540K | Sell |
46,070
-89,973
| -66% | -$1.05M | 0.03% | 195 |
|
|
2017
Q1 | $1.21M | Buy |
+136,043
| New | +$1.21M | 0.07% | 130 |
|