IMIM
Irving Magee Investment Management’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-148,127
| Closed | -$1.87M | – | 50 |
|
|
2016
Q3 | $1.87M | Hold |
148,127
| – | – | 0.85% | 46 |
|
|
2016
Q2 | $1.82M | Buy |
148,127
+1
| +0% | +$12 | 0.89% | 46 |
|
|
2016
Q1 | $2.35M | Buy |
148,126
+1
| +0% | +$16 | 1.19% | 44 |
|
|
2015
Q4 | $2.22M | Hold |
148,125
| – | – | 1.13% | 43 |
|
|
2015
Q3 | $3.59M | Buy |
148,125
+1
| +0% | +$24 | 1.87% | 26 |
|
|
2015
Q2 | $4.2M | Buy |
148,124
+1
| +0% | +$28 | 1.83% | 24 |
|
|
2015
Q1 | $4.06M | Hold |
148,123
| – | – | 1.76% | 31 |
|
|
2014
Q4 | $5.38M | Buy |
148,123
+62
| +0% | +$2.25K | 2.39% | 17 |
|
|
2014
Q3 | $4.49M | Hold |
148,061
| – | – | 2.08% | 19 |
|
|
2014
Q2 | $4.25M | Hold |
148,061
| – | – | 1.92% | 24 |
|
|
2014
Q1 | $3.94M | Hold |
148,061
| – | – | 1.79% | 25 |
|
|
2013
Q4 | $4.94M | Hold |
148,061
| – | – | 2.25% | 14 |
|
|
2013
Q3 | $5.64M | Hold |
148,061
| – | – | 2.86% | 9 |
|
|
2013
Q2 | $5.56M | Buy |
+148,061
| New | +$5.56M | 3.07% | 7 |
|