Gallacher Capital Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6,403
| Closed | -$218K | – | 313 |
|
2023
Q4 | $218K | Sell |
6,403
-7,479
| -54% | -$254K | 0.12% | 231 |
|
2023
Q3 | $409K | Buy |
+13,882
| New | +$409K | 0.26% | 84 |
|
2023
Q2 | – | Sell |
-20,550
| Closed | -$504K | – | 278 |
|
2023
Q1 | $504K | Sell |
20,550
-4,392
| -18% | -$108K | 0.3% | 72 |
|
2022
Q4 | $562K | Buy |
+24,942
| New | +$562K | 0.34% | 54 |
|