Marshall Wace North America’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-57,918
| Closed | -$2.22M | – | 1754 |
|
|
2020
Q4 | $2.22M | Sell |
57,918
-60,633
| -51% | -$2.32M | 0.01% | 729 |
|
|
2020
Q3 | $3.54M | Buy |
+118,551
| New | +$3.54M | 0.02% | 460 |
|
|
2019
Q2 | – | Sell |
-23,197
| Closed | -$484K | – | 1628 |
|
|
2019
Q1 | $484K | Sell |
23,197
-909,031
| -98% | -$19M | ﹤0.01% | 814 |
|
|
2018
Q4 | $15.1M | Buy |
932,228
+738,863
| +382% | +$12M | 0.15% | 131 |
|
|
2018
Q3 | $2.78M | Sell |
193,365
-1,805,687
| -90% | -$26M | 0.02% | 428 |
|
|
2018
Q2 | $29.4M | Buy |
+1,999,052
| New | +$29.4M | 0.17% | 145 |
|
|
2018
Q1 | – | Sell |
-504,294
| Closed | -$5.6M | – | 1711 |
|
|
2017
Q4 | $5.6M | Buy |
+504,294
| New | +$5.6M | 0.03% | 550 |
|