Koshinski Asset Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-9,135
| Closed | -$224K | – | 665 |
|
2023
Q1 | $224K | Sell |
9,135
-1,118
| -11% | -$27.4K | 0.02% | 508 |
|
2022
Q4 | $231K | Sell |
10,253
-608
| -6% | -$13.7K | 0.02% | 532 |
|
2022
Q3 | $190K | Buy |
10,861
+44
| +0.4% | +$770 | 0.02% | 506 |
|
2022
Q2 | $210K | Sell |
10,817
-540
| -5% | -$10.5K | 0.02% | 544 |
|
2022
Q1 | $286K | Buy |
11,357
+4,404
| +63% | +$111K | 0.02% | 490 |
|
2021
Q4 | $334K | Buy |
6,953
+6,234
| +867% | +$299K | 0.03% | 491 |
|
2021
Q3 | $40.4K | Buy |
+719
| New | +$40.4K | ﹤0.01% | 1209 |
|