Northern Capital Management (Wisconsin)’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 |
-13,100
| Closed | -$161K | – | 145 |
|
|
2016
Q2 | $161K | Sell |
13,100
-22,450
| -63% | -$276K | 0.07% | 132 |
|
|
2016
Q1 | $563K | Buy |
35,550
+5,450
| +18% | +$86.3K | 0.25% | 105 |
|
|
2015
Q4 | $451K | Buy |
30,100
+16,300
| +118% | +$244K | 0.2% | 116 |
|
|
2015
Q3 | $335K | Buy |
13,800
+275
| +2% | +$6.68K | 0.15% | 130 |
|
|
2015
Q2 | $383K | Buy |
13,525
+4,525
| +50% | +$128K | 0.18% | 112 |
|
|
2015
Q1 | $247K | Buy |
+9,000
| New | +$247K | 0.12% | 125 |
|