NFC Investments’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-61,598
| Closed | -$1.55M | – | 37 |
|
|
2022
Q1 | $1.55M | Sell |
61,598
-144,767
| -70% | -$3.65M | 0.35% | 27 |
|
|
2021
Q4 | $9.91M | Buy |
+206,365
| New | +$9.91M | 2.06% | 16 |
|
|
2014
Q4 | – | Sell |
-113,880
| Closed | -$3.46M | – | 42 |
|
|
2014
Q3 | $3.46M | Sell |
113,880
-5,650
| -5% | -$171K | 1.53% | 21 |
|
|
2014
Q2 | $3.43M | Sell |
119,530
-60
| -0.1% | -$1.72K | 1.67% | 20 |
|
|
2014
Q1 | $3.18M | Sell |
119,590
-5,750
| -5% | -$153K | 1.6% | 20 |
|
|
2013
Q4 | $4.18M | Buy |
125,340
+1,250
| +1% | +$41.7K | 2.18% | 15 |
|
|
2013
Q3 | $4.73M | Sell |
124,090
-2,200
| -2% | -$83.8K | 2.58% | 15 |
|
|
2013
Q2 | $4.74M | Buy |
+126,290
| New | +$4.74M | 2.85% | 14 |
|