Next Financial Group’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $14K | Buy |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $12K | Sell |
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|
2020
Q4 | $11K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2K | Sell |
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|
2016
Q3 | $5K | Sell |
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|
2016
Q2 | $9K | Buy |
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|
2016
Q1 | $6K | Hold |
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|
2015
Q4 | $5K | Sell |
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|
2015
Q3 | $18K | Sell |
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|
2015
Q2 | $23K | Hold |
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|
2015
Q1 | $22K | Hold |
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|
2014
Q4 | $30K | Sell |
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|
2014
Q3 | $53K | Buy |
|