Scotia Capital’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,843
| Closed | -$190K | – | 826 |
|
|
2022
Q3 | $190K | Buy |
10,843
+243
| +2% | +$4.26K | ﹤0.01% | 710 |
|
|
2022
Q2 | $206K | Buy |
+10,600
| New | +$206K | ﹤0.01% | 727 |
|
|
2021
Q4 | – | Sell |
-5,356
| Closed | -$301K | – | 909 |
|
|
2021
Q3 | $301K | Buy |
5,356
+808
| +18% | +$45.4K | ﹤0.01% | 708 |
|
|
2021
Q2 | $241K | Buy |
4,548
+165
| +4% | +$8.74K | ﹤0.01% | 741 |
|
|
2021
Q1 | $253K | Buy |
+4,383
| New | +$253K | ﹤0.01% | 708 |
|