Mackenzie Financial’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,940
| Closed | -$280K | – | 1629 |
|
|
2024
Q1 | $280K | Buy |
+7,940
| New | +$280K | ﹤0.01% | 1201 |
|
|
2021
Q4 | – | Sell |
-3,862
| Closed | -$217K | – | 1504 |
|
|
2021
Q3 | $217K | Buy |
+3,862
| New | +$217K | ﹤0.01% | 1283 |
|
|
2019
Q4 | – | Sell |
-12,200
| Closed | -$315K | – | 1161 |
|
|
2019
Q3 | $315K | Buy |
12,200
+1,600
| +15% | +$41.3K | ﹤0.01% | 884 |
|
|
2019
Q2 | $282K | Buy |
+10,600
| New | +$282K | ﹤0.01% | 971 |
|
|
2017
Q1 | – | Sell |
-17,218
| Closed | -$194K | – | 701 |
|
|
2016
Q4 | $194K | Buy |
17,218
+6,500
| +61% | +$73.2K | ﹤0.01% | 607 |
|
|
2016
Q3 | $135K | Hold |
10,718
| – | – | ﹤0.01% | 623 |
|
|
2016
Q2 | $132K | Buy |
+10,718
| New | +$132K | ﹤0.01% | 901 |
|