Managed Account Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $616K | Sell |
21,758
-31,247
| -59% | -$885K | ﹤0.01% | 2254 |
|
|
2015
Q1 | $1.45M | Buy |
53,005
+197
| +0.4% | +$5.4K | ﹤0.01% | 1992 |
|
|
2014
Q4 | $1.92M | Buy |
+52,808
| New | +$1.92M | ﹤0.01% | 1834 |
|
|
2014
Q2 | – | Sell |
-492
| Closed | -$13K | – | 2669 |
|
|
2014
Q1 | $13K | Sell |
492
-107,912
| -100% | -$2.85M | ﹤0.01% | 2524 |
|
|
2013
Q4 | $3.61M | Sell |
108,404
-8,927
| -8% | -$298K | ﹤0.01% | 1458 |
|
|
2013
Q3 | $4.47M | Sell |
117,331
-9,548
| -8% | -$364K | 0.01% | 1290 |
|
|
2013
Q2 | $4.77M | Buy |
+126,879
| New | +$4.77M | 0.01% | 1212 |
|