Shelton Capital Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,850
| Closed | -$216K | – | 886 |
|
|
2021
Q3 | $216K | Hold |
3,850
| – | – | 0.01% | 729 |
|
|
2021
Q2 | $204K | Buy |
+3,850
| New | +$204K | 0.01% | 791 |
|
|
2020
Q4 | – | Sell |
-115,427
| Closed | -$3.45M | – | 812 |
|
|
2020
Q3 | $3.45M | Buy |
+115,427
| New | +$3.45M | 0.14% | 159 |
|
|
2013
Q4 | – | Sell |
-6,464
| Closed | -$246K | – | 761 |
|
|
2013
Q3 | $246K | Sell |
6,464
-364
| -5% | -$13.9K | 0.04% | 551 |
|
|
2013
Q2 | $256K | Buy |
+6,828
| New | +$256K | 0.05% | 499 |
|