Freestone Capital Holdings’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-903
| Closed | -$34.6K | – | 1086 |
|
|
2020
Q4 | $34.6K | Buy |
903
+8
| +0.9% | +$306 | ﹤0.01% | 635 |
|
|
2020
Q3 | $26.7K | Buy |
+895
| New | +$26.7K | ﹤0.01% | 597 |
|
|
2018
Q2 | – | Sell |
-262,197
| Closed | -$2.26M | – | 354 |
|
|
2018
Q1 | $2.26M | Buy |
+262,197
| New | +$2.26M | 0.13% | 136 |
|
|
2015
Q4 | – | Sell |
-34,631
| Closed | -$840K | – | 361 |
|
|
2015
Q3 | $840K | Buy |
34,631
+7,588
| +28% | +$184K | 0.09% | 173 |
|
|
2015
Q2 | $767K | Sell |
27,043
-6,935
| -20% | -$197K | 0.12% | 131 |
|
|
2015
Q1 | $932K | Buy |
+33,978
| New | +$932K | 0.15% | 106 |
|