IndexIQ Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-7,324
| Closed | -$352K | – | 1518 |
|
2021
Q4 | $352K | Sell |
7,324
-473
| -6% | -$22.7K | 0.01% | 874 |
|
2021
Q3 | $438K | Buy |
7,797
+781
| +11% | +$43.9K | 0.01% | 706 |
|
2021
Q2 | $372K | Buy |
7,016
+109
| +2% | +$5.78K | 0.01% | 847 |
|
2021
Q1 | $398K | Sell |
6,907
-7,905
| -53% | -$456K | 0.01% | 771 |
|
2020
Q4 | $567K | Buy |
14,812
+1,529
| +12% | +$58.5K | 0.02% | 330 |
|
2020
Q3 | $397K | Buy |
13,283
+721
| +6% | +$21.5K | 0.02% | 328 |
|
2020
Q2 | $349K | Sell |
12,562
-322
| -2% | -$8.95K | 0.02% | 299 |
|
2020
Q1 | $182K | Buy |
+12,884
| New | +$182K | 0.01% | 637 |
|