Icon Advisers’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-24,000
| Closed | -$605K | – | 171 |
|
|
2022
Q1 | $605K | Hold |
24,000
| – | – | 0.1% | 154 |
|
|
2021
Q4 | $1.15M | Hold |
24,000
| – | – | 0.19% | 145 |
|
|
2021
Q3 | $1.35M | Hold |
24,000
| – | – | 0.23% | 140 |
|
|
2021
Q2 | $1.27M | Hold |
24,000
| – | – | 0.21% | 138 |
|
|
2021
Q1 | $1.38M | Sell |
24,000
-57,000
| -70% | -$3.29M | 0.22% | 133 |
|
|
2020
Q4 | $3.1M | Hold |
81,000
| – | – | 0.56% | 59 |
|
|
2020
Q3 | $2.42M | Hold |
81,000
| – | – | 0.48% | 79 |
|
|
2020
Q2 | $2.25M | Buy |
+81,000
| New | +$2.25M | 0.44% | 82 |
|