LWAM
Legacy Wealth Asset Management’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,002
| Closed | -$228K | – | 347 |
|
|
2022
Q3 | $228K | Sell |
13,002
-98
| -0.7% | -$1.72K | 0.1% | 294 |
|
|
2022
Q2 | $255K | Buy |
13,100
+370
| +3% | +$7.2K | 0.1% | 255 |
|
|
2022
Q1 | $321K | Buy |
12,730
+664
| +6% | +$16.7K | 0.11% | 244 |
|
|
2021
Q4 | $580K | Buy |
12,066
+132
| +1% | +$6.35K | 0.2% | 185 |
|
|
2021
Q3 | $671K | Buy |
11,934
+2,133
| +22% | +$120K | 0.31% | 135 |
|
|
2021
Q2 | $520K | Buy |
+9,801
| New | +$520K | 0.23% | 167 |
|