Oppenheimer & Co’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,419
| Closed | -$272K | – | 1331 |
|
|
2019
Q4 | $272K | Buy |
9,419
+1,548
| +20% | +$44.7K | 0.01% | 1059 |
|
|
2019
Q3 | $203K | Sell |
7,871
-1,229
| -14% | -$31.7K | 0.01% | 1135 |
|
|
2019
Q2 | $242K | Buy |
+9,100
| New | +$242K | 0.01% | 1095 |
|
|
2014
Q2 | – | Sell |
-8,230
| Closed | -$219K | – | 1482 |
|
|
2014
Q1 | $219K | Buy |
+8,230
| New | +$219K | 0.01% | 1194 |
|