First Quadrant’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,111
| Closed | -$136K | – | 679 |
|
|
2019
Q2 | $136K | Buy |
5,111
+765
| +18% | +$20.4K | 0.01% | 559 |
|
|
2019
Q1 | $91K | Buy |
+4,346
| New | +$91K | 0.01% | 595 |
|
|
2017
Q2 | – | Sell |
-40,090
| Closed | -$356K | – | 933 |
|
|
2017
Q1 | $356K | Buy |
+40,090
| New | +$356K | 0.01% | 580 |
|
|
2014
Q1 | – | Sell |
-500
| Closed | -$17K | – | 788 |
|
|
2013
Q4 | $17K | Sell |
500
-200
| -29% | -$6.8K | ﹤0.01% | 733 |
|
|
2013
Q3 | $27K | Hold |
700
| – | – | ﹤0.01% | 719 |
|
|
2013
Q2 | $26K | Buy |
+700
| New | +$26K | ﹤0.01% | 728 |
|