Harvest Fund Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,758
| Closed | -$52K | – | 710 |
|
|
2023
Q3 | $52K | Hold |
1,758
| – | – | 0.01% | 401 |
|
|
2023
Q2 | $55K | Buy |
+1,758
| New | +$55K | 0.01% | 418 |
|
|
2021
Q4 | – | Sell |
-3,975
| Closed | -$223K | – | 811 |
|
|
2021
Q3 | $223K | Buy |
3,975
+2,951
| +288% | +$166K | 0.05% | 140 |
|
|
2021
Q2 | $55K | Hold |
1,024
| – | – | 0.01% | 400 |
|
|
2021
Q1 | $59K | Buy |
+1,024
| New | +$59K | 0.01% | 367 |
|