J.P. Morgan Private Wealth 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
Q4 | – | Sell |
-13,175
| Closed | -$231K | – | 2006 |
|
|
2022
Q3 | $231K | Buy |
13,175
+609
| +5% | +$10.7K | ﹤0.01% | 1755 |
|
|
2022
Q2 | $244K | Sell |
12,566
-6,689
| -35% | -$130K | ﹤0.01% | 1754 |
|
|
2022
Q1 | $485K | Sell |
19,255
-27,970
| -59% | -$705K | ﹤0.01% | 1550 |
|
|
2021
Q4 | $2.27M | Buy |
47,225
+4,459
| +10% | +$214K | ﹤0.01% | 859 |
|
|
2021
Q3 | $2.4M | Sell |
42,766
-7,227
| -14% | -$406K | 0.01% | 828 |
|
|
2021
Q2 | $2.65M | Sell |
49,993
-4,239
| -8% | -$225K | 0.01% | 772 |
|
|
2021
Q1 | $3.13M | Sell |
54,232
-12,004
| -18% | -$692K | 0.01% | 629 |
|
|
2020
Q4 | $2.54M | Sell |
66,236
-1,739
| -3% | -$66.6K | 0.01% | 649 |
|
|
2020
Q3 | $2.03M | Buy |
67,975
+19,510
| +40% | +$583K | 0.01% | 646 |
|
|
2020
Q2 | $1.35M | Buy |
48,465
+14,665
| +43% | +$408K | 0.01% | 702 |
|
|
2020
Q1 | $478K | Sell |
33,800
-12,800
| -27% | -$181K | ﹤0.01% | 944 |
|
|
2019
Q4 | $1.34M | Buy |
46,600
+10,600
| +29% | +$306K | 0.01% | 699 |
|
|
2019
Q3 | $928K | Buy |
+36,000
| New | +$928K | ﹤0.01% | 782 |
|
|
2015
Q3 | – | Sell |
-7,364
| Closed | -$209K | – | 1138 |
|
|
2015
Q2 | $209K | Buy |
7,364
+85
| +1% | +$2.41K | ﹤0.01% | 959 |
|
|
2015
Q1 | $200K | Buy |
+7,279
| New | +$200K | ﹤0.01% | 1046 |
|