Salem Investment Counselors’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 |
-3,500
| Closed | -$50K | – | 708 |
|
|
2019
Q1 | $50K | Buy |
+3,500
| New | +$50K | 0.01% | 291 |
|
|
2018
Q4 | – | Sell |
-3,500
| Closed | -$50K | – | 379 |
|
|
2018
Q3 | $50K | Hold |
3,500
| – | – | 0.01% | 291 |
|
|
2018
Q2 | $52K | Hold |
3,500
| – | – | ﹤0.01% | 292 |
|
|
2018
Q1 | $30K | Hold |
3,500
| – | – | ﹤0.01% | 345 |
|
|
2017
Q4 | $39K | Hold |
3,500
| – | – | ﹤0.01% | 342 |
|
|
2017
Q3 | $41K | Buy |
+3,500
| New | +$41K | ﹤0.01% | 326 |
|