Kestra Private Wealth Services’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 |
-11,167
| Closed | -$196K | – | 989 |
|
|
2022
Q3 | $196K | Sell |
11,167
-462
| -4% | -$8.11K | 0.01% | 793 |
|
|
2022
Q2 | $226K | Sell |
11,629
-1,199
| -9% | -$23.3K | 0.01% | 750 |
|
|
2022
Q1 | $323K | Sell |
12,828
-58
| -0.5% | -$1.46K | 0.02% | 719 |
|
|
2021
Q4 | $619K | Sell |
12,886
-77
| -0.6% | -$3.7K | 0.03% | 522 |
|
|
2021
Q3 | $729K | Sell |
12,963
-2,196
| -14% | -$123K | 0.04% | 443 |
|
|
2021
Q2 | $804K | Buy |
15,159
+1,983
| +15% | +$105K | 0.05% | 393 |
|
|
2021
Q1 | $760K | Buy |
13,176
+2,409
| +22% | +$139K | 0.05% | 359 |
|
|
2020
Q4 | $413K | Buy |
10,767
+3,417
| +46% | +$131K | 0.03% | 476 |
|
|
2020
Q3 | $220K | Buy |
+7,350
| New | +$220K | 0.02% | 574 |
|