FORA Capital’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,469
| Closed | -$330K | – | 693 |
|
|
2022
Q1 | $330K | Buy |
+12,469
| New | +$330K | 0.06% | 365 |
|
|
2021
Q1 | – | Sell |
-5,967
| Closed | -$228K | – | 1118 |
|
|
2020
Q4 | $228K | Buy |
5,967
+1,636
| +38% | +$62.5K | 0.03% | 483 |
|
|
2020
Q3 | $129K | Buy |
+4,331
| New | +$129K | 0.08% | 248 |
|
|
2020
Q2 | – | Sell |
-6,197
| Closed | -$88K | – | 1330 |
|
|
2020
Q1 | $88K | Sell |
6,197
-3,329
| -35% | -$47.3K | 0.02% | 642 |
|
|
2019
Q4 | $275K | Buy |
+9,526
| New | +$275K | 0.03% | 544 |
|