Integrated Advisors Network’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,948
| Closed | -$350K | – | 728 |
|
|
2024
Q1 | $350K | Sell |
9,948
-4,568
| -31% | -$161K | 0.02% | 551 |
|
|
2023
Q4 | $493K | Sell |
14,516
-1,446
| -9% | -$49.1K | 0.03% | 433 |
|
|
2023
Q3 | $470K | Sell |
15,962
-737
| -4% | -$21.7K | 0.03% | 426 |
|
|
2023
Q2 | $520K | Sell |
16,699
-2,037
| -11% | -$63.4K | 0.03% | 424 |
|
|
2023
Q1 | $459K | Buy |
+18,736
| New | +$459K | 0.03% | 453 |
|