Santa Fe Partners’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-19,820
| Closed | -$562K | – | 585 |
|
|
2015
Q2 | $562K | Buy |
+19,820
| New | +$562K | 0.08% | 366 |
|
|
2014
Q2 | – | Sell |
-17,506
| Closed | -$466K | – | 600 |
|
|
2014
Q1 | $466K | Buy |
17,506
+11,449
| +189% | +$305K | 0.07% | 358 |
|
|
2013
Q4 | $203K | Buy |
+6,057
| New | +$203K | 0.03% | 450 |
|