Premier Asset Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,789
| Closed | -$213K | – | 162 |
|
|
2021
Q3 | $213K | Sell |
3,789
-11,976
| -76% | -$673K | 0.03% | 146 |
|
|
2021
Q2 | $837K | Buy |
15,765
+3,451
| +28% | +$183K | 0.12% | 105 |
|
|
2021
Q1 | $710K | Sell |
12,314
-13,363
| -52% | -$770K | 0.13% | 102 |
|
|
2020
Q4 | $984K | Buy |
25,677
+2,366
| +10% | +$90.7K | 0.2% | 74 |
|
|
2020
Q3 | $697K | Buy |
23,311
+16,121
| +224% | +$482K | 0.18% | 71 |
|
|
2020
Q2 | $200K | Buy |
+7,190
| New | +$200K | 0.07% | 119 |
|
|
2018
Q2 | – | Sell |
-41,135
| Closed | -$354K | – | 130 |
|
|
2018
Q1 | $354K | Buy |
+41,135
| New | +$354K | 0.08% | 101 |
|