QS Investors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $531K | Sell |
10,000
-150
| -1% | -$7.97K | 0.01% | 713 |
|
|
2021
Q1 | $586K | Sell |
10,150
-18,061
| -64% | -$1.04M | 0.01% | 733 |
|
|
2020
Q4 | $1.08M | Hold |
28,211
| – | – | 0.01% | 478 |
|
|
2020
Q3 | $844K | Sell |
28,211
-83,300
| -75% | -$2.49M | 0.01% | 496 |
|
|
2020
Q2 | $3.1M | Hold |
111,511
| – | – | 0.04% | 334 |
|
|
2020
Q1 | $1.58M | Sell |
111,511
-11,903
| -10% | -$168K | 0.03% | 505 |
|
|
2019
Q4 | $3.51M | Sell |
123,414
-1,500
| -1% | -$42.7K | 0.04% | 394 |
|
|
2019
Q3 | $3.22M | Buy |
124,914
+90,800
| +266% | +$2.34M | 0.04% | 402 |
|
|
2019
Q2 | $909K | Buy |
34,114
+19,600
| +135% | +$522K | 0.01% | 822 |
|
|
2019
Q1 | $303K | Hold |
14,514
| – | – | ﹤0.01% | 1116 |
|
|
2018
Q4 | $235K | Hold |
14,514
| – | – | ﹤0.01% | 1088 |
|
|
2018
Q3 | $209K | Hold |
14,514
| – | – | ﹤0.01% | 1193 |
|
|
2018
Q2 | $214K | Buy |
14,514
+1,224
| +9% | +$18K | ﹤0.01% | 1191 |
|
|
2018
Q1 | $115K | Buy |
13,290
+1,042
| +9% | +$9.02K | ﹤0.01% | 1349 |
|
|
2017
Q4 | $136K | Sell |
12,248
-5,750
| -32% | -$63.8K | ﹤0.01% | 1323 |
|
|
2017
Q3 | $207K | Hold |
17,998
| – | – | ﹤0.01% | 1209 |
|
|
2017
Q2 | $211K | Sell |
17,998
-211,332
| -92% | -$2.48M | ﹤0.01% | 1193 |
|
|
2017
Q1 | $2.03M | Hold |
229,330
| – | – | 0.02% | 602 |
|
|
2016
Q4 | $2.58M | Sell |
229,330
-56,018
| -20% | -$630K | 0.02% | 549 |
|
|
2016
Q3 | $3.61M | Sell |
285,348
-369,586
| -56% | -$4.67M | 0.03% | 483 |
|
|
2016
Q2 | $8.04M | Buy |
654,934
+379,000
| +137% | +$4.65M | 0.07% | 255 |
|
|
2016
Q1 | $4.37M | Buy |
275,934
+6,517
| +2% | +$103K | 0.04% | 434 |
|
|
2015
Q4 | $4.03M | Buy |
269,417
+94,446
| +54% | +$1.41M | 0.04% | 464 |
|
|
2015
Q3 | $4.24M | Buy |
174,971
+173,427
| +11,232% | +$4.21M | 0.04% | 412 |
|
|
2015
Q2 | $44K | Buy |
1,544
+609
| +65% | +$17.4K | ﹤0.01% | 1278 |
|
|
2015
Q1 | $26K | Sell |
935
-49,869
| -98% | -$1.39M | ﹤0.01% | 1311 |
|
|
2014
Q4 | $1.85M | Buy |
+50,804
| New | +$1.85M | 0.02% | 603 |
|