Patriot Financial Group Insurance Agency’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 1858 |
|
|
2022
Q2 | $1K | Sell |
50
-415
| -89% | -$8.3K | ﹤0.01% | 1957 |
|
|
2022
Q1 | $12K | Sell |
465
-199
| -30% | -$5.14K | ﹤0.01% | 1299 |
|
|
2021
Q4 | $32K | Buy |
664
+3
| +0.5% | +$145 | 0.01% | 1036 |
|
|
2021
Q3 | $37K | Buy |
661
+3
| +0.5% | +$168 | 0.01% | 983 |
|
|
2021
Q2 | $35K | Buy |
658
+3
| +0.5% | +$160 | 0.01% | 966 |
|
|
2021
Q1 | $38K | Buy |
655
+352
| +116% | +$20.4K | 0.01% | 869 |
|
|
2020
Q4 | $12K | Buy |
303
+3
| +1% | +$119 | ﹤0.01% | 1166 |
|
|
2020
Q3 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 1071 |
|