Next Financial Group’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $14K | Buy |
300
+200
| +200% | +$9.33K | ﹤0.01% | 2056 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 2218 |
|
|
2021
Q2 | $5K | Sell |
100
-100
| -50% | -$5K | ﹤0.01% | 2217 |
|
|
2021
Q1 | $12K | Sell |
200
-100
| -33% | -$6K | ﹤0.01% | 1839 |
|
|
2020
Q4 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 1764 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$2K | – | 2282 |
|
|
2016
Q4 | $2K | Sell |
200
-200
| -50% | -$2K | ﹤0.01% | 2196 |
|
|
2016
Q3 | $5K | Sell |
400
-400
| -50% | -$5K | ﹤0.01% | 1942 |
|
|
2016
Q2 | $9K | Buy |
800
+400
| +100% | +$4.5K | ﹤0.01% | 1242 |
|
|
2016
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 1335 |
|
|
2015
Q4 | $5K | Sell |
400
-357
| -47% | -$4.46K | ﹤0.01% | 1399 |
|
|
2015
Q3 | $18K | Sell |
757
-67
| -8% | -$1.59K | 0.01% | 995 |
|
|
2015
Q2 | $23K | Hold |
824
| – | – | 0.01% | 954 |
|
|
2015
Q1 | $22K | Hold |
824
| – | – | 0.01% | 960 |
|
|
2014
Q4 | $30K | Sell |
824
-931
| -53% | -$33.9K | 0.01% | 834 |
|
|
2014
Q3 | $53K | Buy |
+1,755
| New | +$53K | 0.01% | 916 |
|