Hexavest’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,690
| Closed | -$409K | – | 397 |
|
|
2020
Q3 | $409K | Hold |
13,690
| – | – | 0.01% | 221 |
|
|
2020
Q2 | $381K | Hold |
13,690
| – | – | 0.01% | 246 |
|
|
2020
Q1 | $194K | Hold |
13,690
| – | – | ﹤0.01% | 274 |
|
|
2019
Q4 | $395K | Sell |
13,690
-6,805
| -33% | -$196K | ﹤0.01% | 255 |
|
|
2019
Q3 | $529K | Buy |
+20,495
| New | +$529K | 0.01% | 245 |
|