LA
Lucus Advisors’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-30,165
| Closed | -$346K | – | 253 |
|
|
2017
Q3 | $346K | Buy |
+30,165
| New | +$346K | 0.49% | 144 |
|
|
2017
Q2 | – | Sell |
-44,084
| Closed | -$391K | – | 258 |
|
|
2017
Q1 | $391K | Buy |
44,084
+30,221
| +218% | +$268K | 0.36% | 184 |
|
|
2016
Q4 | $156K | Sell |
13,863
-17,857
| -56% | -$201K | 0.37% | 42 |
|
|
2016
Q3 | $401K | Buy |
31,720
+3,339
| +12% | +$42.2K | 0.35% | 41 |
|
|
2016
Q2 | $349K | Sell |
28,381
-5,747
| -17% | -$70.7K | 0.29% | 132 |
|
|
2016
Q1 | $541K | Buy |
+34,128
| New | +$541K | 0.32% | 8 |
|