ST
Sageworth Trust’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-67
| Closed | -$1K | – | 487 |
|
|
2022
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 351 |
|
|
2022
Q2 | $1K | Hold |
67
| – | – | ﹤0.01% | 387 |
|
|
2022
Q1 | $2K | Hold |
67
| – | – | ﹤0.01% | 324 |
|
|
2021
Q4 | $3K | Sell |
67
-223
| -77% | -$9.99K | ﹤0.01% | 548 |
|
|
2021
Q3 | $16K | Hold |
290
| – | – | ﹤0.01% | 427 |
|
|
2021
Q2 | $15K | Buy |
+290
| New | +$15K | ﹤0.01% | 484 |
|