Intersect Capital’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 |
-5,283
| Closed | -$254K | – | 468 |
|
|
2021
Q4 | $254K | Sell |
5,283
-341
| -6% | -$16.4K | 0.05% | 347 |
|
|
2021
Q3 | $316K | Buy |
5,624
+169
| +3% | +$9.5K | 0.05% | 267 |
|
|
2021
Q2 | $289K | Sell |
5,455
-10
| -0.2% | -$530 | 0.05% | 263 |
|
|
2021
Q1 | $315K | Buy |
5,465
+211
| +4% | +$12.2K | 0.06% | 233 |
|
|
2020
Q4 | $201K | Buy |
+5,254
| New | +$201K | 0.04% | 273 |
|