Freedom Investment Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,172
| Closed | -$381K | – | 909 |
|
|
2021
Q2 | $381K | Buy |
7,172
+2,543
| +55% | +$135K | 0.03% | 626 |
|
|
2021
Q1 | $267K | Buy |
+4,629
| New | +$267K | 0.02% | 695 |
|
|
2019
Q3 | – | Sell |
-12,011
| Closed | -$320K | – | 737 |
|
|
2019
Q2 | $320K | Buy |
12,011
+1,751
| +17% | +$46.7K | 0.03% | 504 |
|
|
2019
Q1 | $214K | Sell |
10,260
-187
| -2% | -$3.9K | 0.02% | 616 |
|
|
2018
Q4 | $169K | Sell |
10,447
-1,499
| -13% | -$24.2K | 0.01% | 711 |
|
|
2018
Q3 | $176K | Sell |
11,946
-456
| -4% | -$6.72K | 0.01% | 860 |
|
|
2018
Q2 | $183K | Sell |
12,402
-1,598
| -11% | -$23.6K | 0.01% | 909 |
|
|
2018
Q1 | $121K | Sell |
14,000
-566
| -4% | -$4.89K | 0.01% | 1080 |
|
|
2017
Q4 | $162K | Sell |
14,566
-1,499
| -9% | -$16.7K | 0.01% | 1063 |
|
|
2017
Q3 | $184K | Buy |
+16,065
| New | +$184K | 0.01% | 1029 |
|
|
2015
Q4 | – | Sell |
-14,430
| Closed | -$75K | – | 802 |
|
|
2015
Q3 | $75K | Buy |
14,430
+2,456
| +21% | +$12.8K | 0.01% | 670 |
|
|
2015
Q2 | $339K | Sell |
11,974
-1,438
| -11% | -$40.7K | 0.03% | 448 |
|
|
2015
Q1 | $368K | Sell |
13,412
-744
| -5% | -$20.4K | 0.04% | 408 |
|
|
2014
Q4 | $514K | Sell |
14,156
-93
| -0.7% | -$3.38K | 0.07% | 280 |
|
|
2014
Q3 | $432K | Sell |
14,249
-1,200
| -8% | -$36.4K | 0.08% | 265 |
|
|
2014
Q2 | $443K | Sell |
15,449
-1,894
| -11% | -$54.3K | 0.07% | 263 |
|
|
2014
Q1 | $461K | Buy |
17,343
+4,345
| +33% | +$115K | 0.1% | 202 |
|
|
2013
Q4 | $433K | Buy |
+12,998
| New | +$433K | 0.11% | 186 |
|