James Investment Research’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-32,625
| Closed | -$681K | – | 795 |
|
|
2019
Q1 | $681K | Buy |
+32,625
| New | +$681K | 0.04% | 348 |
|
|
2014
Q2 | – | Sell |
-503
| Closed | -$13K | – | 530 |
|
|
2014
Q1 | $13K | Sell |
503
-599,032
| -100% | -$15.5M | ﹤0.01% | 474 |
|
|
2013
Q4 | $20M | Sell |
599,535
-151,843
| -20% | -$5.06M | 0.63% | 54 |
|
|
2013
Q3 | $28.6M | Sell |
751,378
-13,301
| -2% | -$507K | 1.09% | 31 |
|
|
2013
Q2 | $28.7M | Buy |
+764,679
| New | +$28.7M | 1.18% | 28 |
|