Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11
| Closed | – | – | 683 |
|
|
2020
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 850 |
|
|
2020
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 829 |
|
|
2020
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 866 |
|
|
2020
Q1 | $0 | Sell |
11
-58
| -84% | – | ﹤0.01% | 1016 |
|
|
2019
Q4 | $1K | Hold |
69
| – | – | ﹤0.01% | 882 |
|
|
2019
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 775 |
|
|
2019
Q2 | $1K | Hold |
69
| – | – | ﹤0.01% | 823 |
|
|
2019
Q1 | $1K | Buy |
+69
| New | +$1K | ﹤0.01% | 856 |
|