Mackay Shields LLC’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-48,105
| Closed | -$2.77M | – | 1301 |
|
|
2021
Q1 | $2.77M | Sell |
48,105
-31,295
| -39% | -$1.8M | 0.02% | 634 |
|
|
2020
Q4 | $3.04M | Sell |
79,400
-30,000
| -27% | -$1.15M | 0.02% | 657 |
|
|
2020
Q3 | $3.27M | Buy |
109,400
+27,300
| +33% | +$816K | 0.02% | 573 |
|
|
2020
Q2 | $2.28M | Buy |
82,100
+18,329
| +29% | +$510K | 0.02% | 692 |
|
|
2020
Q1 | $901K | Sell |
63,771
-70,900
| -53% | -$1M | 0.01% | 983 |
|
|
2019
Q4 | $3.88M | Sell |
134,671
-16,100
| -11% | -$464K | 0.03% | 575 |
|
|
2019
Q3 | $3.89M | Sell |
150,771
-7,100
| -4% | -$183K | 0.02% | 609 |
|
|
2019
Q2 | $4.2M | Buy |
157,871
+76,371
| +94% | +$2.03M | 0.03% | 596 |
|
|
2019
Q1 | $1.7M | Buy |
+81,500
| New | +$1.7M | 0.01% | 770 |
|