Hennessy Advisors Inc’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 |
-85,100
| Closed | -$3.26M | – | 342 |
|
|
2020
Q4 | $3.26M | Sell |
85,100
-2,200
| -3% | -$84.2K | 0.21% | 141 |
|
|
2020
Q3 | $2.61M | Sell |
87,300
-3,700
| -4% | -$111K | 0.18% | 147 |
|
|
2020
Q2 | $2.53M | Sell |
91,000
-3,600
| -4% | -$100K | 0.18% | 143 |
|
|
2020
Q1 | $1.34M | Sell |
94,600
-33,800
| -26% | -$478K | 0.1% | 224 |
|
|
2019
Q4 | $3.7M | Sell |
128,400
-4,500
| -3% | -$130K | 0.19% | 148 |
|
|
2019
Q3 | $3.43M | Sell |
132,900
-3,100
| -2% | -$79.9K | 0.17% | 142 |
|
|
2019
Q2 | $3.62M | Sell |
136,000
-42,800
| -24% | -$1.14M | 0.17% | 138 |
|
|
2019
Q1 | $3.73M | Buy |
+178,800
| New | +$3.73M | 0.17% | 149 |
|