Richard Bernstein Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,323
| Closed | -$81K | – | 148 |
|
|
2015
Q3 | $81K | Hold |
3,323
| – | – | 0.01% | 154 |
|
|
2015
Q2 | $94K | Hold |
3,323
| – | – | 0.01% | 188 |
|
|
2015
Q1 | $91K | Hold |
3,323
| – | – | 0.01% | 235 |
|
|
2014
Q4 | $121K | Hold |
3,323
| – | – | 0.01% | 253 |
|
|
2014
Q3 | $101K | Buy |
+3,323
| New | +$101K | 0.01% | 263 |
|