Piedmont Investment Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-11,112
| Closed | -$232K | – | 1256 |
|
|
2019
Q1 | $232K | Buy |
11,112
+543
| +5% | +$11.3K | 0.01% | 985 |
|
|
2018
Q4 | $171K | Buy |
10,569
+339
| +3% | +$5.49K | 0.01% | 964 |
|
|
2018
Q3 | $147K | Sell |
10,230
-2,060
| -17% | -$29.6K | 0.01% | 1010 |
|
|
2018
Q2 | $181K | Buy |
12,290
+874
| +8% | +$12.9K | 0.01% | 884 |
|
|
2018
Q1 | $99K | Buy |
11,416
+458
| +4% | +$3.97K | ﹤0.01% | 754 |
|
|
2017
Q4 | $122K | Sell |
10,958
-653
| -6% | -$7.27K | ﹤0.01% | 744 |
|
|
2017
Q3 | $133K | Sell |
11,611
-2
| -0% | -$23 | ﹤0.01% | 750 |
|
|
2017
Q2 | $136K | Buy |
+11,613
| New | +$136K | ﹤0.01% | 729 |
|