Navellier & Associates’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-42,329
| Closed | -$2.03M | – | 353 |
|
|
2021
Q4 | $2.03M | Sell |
42,329
-3,119
| -7% | -$150K | 0.3% | 94 |
|
|
2021
Q3 | $2.56M | Sell |
45,448
-176
| -0.4% | -$9.89K | 0.39% | 80 |
|
|
2021
Q2 | $2.42M | Buy |
+45,624
| New | +$2.42M | 0.37% | 88 |
|
|
2021
Q1 | – | Sell |
-11,470
| Closed | -$439K | – | 319 |
|
|
2020
Q4 | $439K | Sell |
11,470
-622
| -5% | -$23.8K | 0.08% | 181 |
|
|
2020
Q3 | $361K | Hold |
12,092
| – | – | 0.08% | 169 |
|
|
2020
Q2 | $336K | Sell |
12,092
-1,496
| -11% | -$41.6K | 0.08% | 172 |
|
|
2020
Q1 | $192K | Sell |
13,588
-1,123
| -8% | -$15.9K | 0.05% | 217 |
|
|
2019
Q4 | $424K | Buy |
14,711
+4,177
| +40% | +$120K | 0.07% | 198 |
|
|
2019
Q3 | $272K | Buy |
+10,534
| New | +$272K | 0.05% | 231 |
|