Massachusetts Financial Services’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-164,700
| Closed | -$2.02M | – | 878 |
|
2016
Q2 | $2.02M | Buy |
164,700
+11,965
| +8% | +$147K | ﹤0.01% | 716 |
|
2016
Q1 | $2.42M | Buy |
152,735
+14,941
| +11% | +$237K | ﹤0.01% | 693 |
|
2015
Q4 | $2.06M | Sell |
137,794
-3,466
| -2% | -$51.9K | ﹤0.01% | 707 |
|
2015
Q3 | $3.43M | Buy |
141,260
+42,244
| +43% | +$1.02M | ﹤0.01% | 692 |
|
2015
Q2 | $2.81M | Buy |
99,016
+20,951
| +27% | +$594K | ﹤0.01% | 724 |
|
2015
Q1 | $2.14M | Buy |
78,065
+14,254
| +22% | +$391K | ﹤0.01% | 740 |
|
2014
Q4 | $2.32M | Sell |
63,811
-83,530
| -57% | -$3.03M | ﹤0.01% | 734 |
|
2014
Q3 | $4.47M | Buy |
147,341
+6,241
| +4% | +$189K | ﹤0.01% | 676 |
|
2014
Q2 | $4.05M | Buy |
141,100
+12,790
| +10% | +$367K | ﹤0.01% | 684 |
|
2014
Q1 | $3.41M | Buy |
+128,310
| New | +$3.41M | ﹤0.01% | 670 |
|