Greenwich Wealth Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,976
| Closed | -$490K | – | 204 |
|
|
2019
Q4 | $490K | Sell |
16,976
-10,125
| -37% | -$292K | 0.1% | 120 |
|
|
2019
Q3 | $699K | Sell |
27,101
-2,499
| -8% | -$64.5K | 0.14% | 107 |
|
|
2019
Q2 | $788K | Sell |
29,600
-8,457
| -22% | -$225K | 0.14% | 100 |
|
|
2019
Q1 | $794K | Sell |
38,057
-33,405
| -47% | -$697K | 0.14% | 91 |
|
|
2018
Q4 | $1.16M | Sell |
71,462
-5,100
| -7% | -$82.6K | 0.23% | 73 |
|
|
2018
Q3 | $1.1M | Sell |
76,562
-3,550
| -4% | -$51.1K | 0.19% | 77 |
|
|
2018
Q2 | $1.18M | Buy |
80,112
+1,000
| +1% | +$14.7K | 0.21% | 74 |
|
|
2018
Q1 | $683K | Buy |
79,112
+8,450
| +12% | +$73K | 0.11% | 97 |
|
|
2017
Q4 | $784K | Buy |
70,662
+4,189
| +6% | +$46.5K | 0.13% | 93 |
|
|
2017
Q3 | $763K | Buy |
66,473
+11,047
| +20% | +$127K | 0.13% | 91 |
|
|
2017
Q2 | $650K | Sell |
55,426
-3,708
| -6% | -$43.5K | 0.11% | 101 |
|
|
2017
Q1 | $525K | Buy |
59,134
+8,016
| +16% | +$71.2K | 0.07% | 106 |
|
|
2016
Q4 | $575K | Sell |
51,118
-21,749
| -30% | -$245K | 0.07% | 120 |
|
|
2016
Q3 | $921K | Sell |
72,867
-1,100
| -1% | -$13.9K | 0.16% | 87 |
|
|
2016
Q2 | $908K | Buy |
73,967
+1,845
| +3% | +$22.6K | 0.22% | 90 |
|
|
2016
Q1 | $1.14M | Buy |
72,122
+4,350
| +6% | +$68.9K | 0.3% | 71 |
|
|
2015
Q4 | $1.02M | Buy |
67,772
+28,399
| +72% | +$425K | 0.25% | 75 |
|
|
2015
Q3 | $955K | Buy |
39,373
+1,718
| +5% | +$41.7K | 0.23% | 95 |
|
|
2015
Q2 | $1.07M | Buy |
37,655
+1,160
| +3% | +$32.9K | 0.14% | 101 |
|
|
2015
Q1 | $1M | Buy |
36,495
+12,675
| +53% | +$348K | 0.11% | 105 |
|
|
2014
Q4 | $865K | Sell |
23,820
-7,500
| -24% | -$272K | 0.06% | 109 |
|
|
2014
Q3 | $951K | Buy |
31,320
+15,070
| +93% | +$458K | 0.06% | 107 |
|
|
2014
Q2 | $466K | Buy |
16,250
+1,050
| +7% | +$30.1K | 0.03% | 125 |
|
|
2014
Q1 | $404K | Buy |
15,200
+6,525
| +75% | +$173K | 0.03% | 131 |
|
|
2013
Q4 | $289K | Buy |
+8,675
| New | +$289K | 0.03% | 141 |
|