First Mercantile Trust’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,150
| Closed | -$101K | – | 981 |
|
|
2015
Q3 | $101K | Buy |
+4,150
| New | +$101K | 0.01% | 819 |
|
|
2014
Q1 | – | Sell |
-3,510
| Closed | -$117K | – | 1306 |
|
|
2013
Q4 | $117K | Sell |
3,510
-100
| -3% | -$3.33K | 0.01% | 822 |
|
|
2013
Q3 | $138K | Buy |
3,610
+2,360
| +189% | +$90.2K | 0.01% | 800 |
|
|
2013
Q2 | $47K | Buy |
+1,250
| New | +$47K | ﹤0.01% | 977 |
|