Hillsdale Investment 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
Q3 | – | Sell |
-190
| Closed | -$10K | – | 642 |
|
|
2021
Q2 | $10K | Sell |
190
-123,480
| -100% | -$6.5M | ﹤0.01% | 548 |
|
|
2021
Q1 | $7.13M | Sell |
123,670
-31,755
| -20% | -$1.83M | 0.6% | 31 |
|
|
2020
Q4 | $5.95M | Buy |
155,425
+14,400
| +10% | +$551K | 0.57% | 33 |
|
|
2020
Q3 | $4.22M | Hold |
141,025
| – | – | 0.41% | 54 |
|
|
2020
Q2 | $3.92M | Buy |
141,025
+425
| +0.3% | +$11.8K | 0.36% | 72 |
|
|
2020
Q1 | $1.99M | Sell |
140,600
-32,000
| -19% | -$452K | 0.24% | 126 |
|
|
2019
Q4 | $4.98M | Buy |
172,600
+14,900
| +9% | +$430K | 0.43% | 58 |
|
|
2019
Q3 | $4.07M | Buy |
157,700
+125,600
| +391% | +$3.24M | 0.36% | 67 |
|
|
2019
Q2 | $855K | Buy |
+32,100
| New | +$855K | 0.08% | 204 |
|