Gemmer Asset Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-269
| Closed | -$3K | – | 1503 |
|
|
2017
Q4 | $3K | Sell |
269
-217
| -45% | -$2.42K | ﹤0.01% | 1150 |
|
|
2017
Q3 | $6K | Hold |
486
| – | – | ﹤0.01% | 906 |
|
|
2017
Q2 | $6K | Buy |
+486
| New | +$6K | ﹤0.01% | 891 |
|
|
2017
Q1 | – | Sell |
-245
| Closed | -$3K | – | 1254 |
|
|
2016
Q4 | $3K | Buy |
245
+51
| +26% | +$624 | ﹤0.01% | 1112 |
|
|
2016
Q3 | $2K | Buy |
194
+89
| +85% | +$918 | ﹤0.01% | 1176 |
|
|
2016
Q2 | $1K | Sell |
105
-103
| -50% | -$981 | ﹤0.01% | 1217 |
|
|
2016
Q1 | $3K | Buy |
208
+18
| +9% | +$260 | ﹤0.01% | 995 |
|
|
2015
Q4 | $3K | Sell |
190
-39
| -17% | -$616 | ﹤0.01% | 1027 |
|
|
2015
Q3 | $6K | Hold |
229
| – | – | ﹤0.01% | 765 |
|
|
2015
Q2 | $6K | Hold |
229
| – | – | ﹤0.01% | 791 |
|
|
2015
Q1 | $6K | Hold |
229
| – | – | ﹤0.01% | 839 |
|
|
2014
Q4 | $8K | Hold |
229
| – | – | 0.01% | 693 |
|
|
2014
Q3 | $7K | Hold |
229
| – | – | 0.01% | 733 |
|
|
2014
Q2 | $7K | Hold |
229
| – | – | ﹤0.01% | 791 |
|
|
2014
Q1 | $6K | Buy |
+229
| New | +$6K | ﹤0.01% | 825 |
|