Glassman Wealth Services’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 |
-32
| Closed | -$1.09K | – | 1737 |
|
|
2023
Q4 | $1.09K | Hold |
32
| – | – | ﹤0.01% | 1517 |
|
|
2023
Q3 | $942 | Hold |
32
| – | – | ﹤0.01% | 1563 |
|
|
2023
Q2 | $996 | Hold |
32
| – | – | ﹤0.01% | 1447 |
|
|
2023
Q1 | $784 | Hold |
32
| – | – | ﹤0.01% | 1505 |
|
|
2022
Q4 | $722 | Buy |
32
+10
| +45% | +$226 | ﹤0.01% | 1520 |
|
|
2022
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 1996 |
|
|
2022
Q2 | $0 | Buy |
+22
| New | – | ﹤0.01% | 2009 |
|