Sigma Planning Corp’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,384
| Closed | -$211K | – | 1475 |
|
|
2021
Q4 | $211K | Buy |
4,384
+95
| +2% | +$4.57K | 0.01% | 1243 |
|
|
2021
Q3 | $241K | Sell |
4,289
-3,484
| -45% | -$196K | 0.01% | 1152 |
|
|
2021
Q2 | $413K | Buy |
7,773
+3,807
| +96% | +$202K | 0.01% | 902 |
|
|
2021
Q1 | $229K | Buy |
+3,966
| New | +$229K | 0.01% | 1114 |
|
|
2020
Q4 | – | Sell |
-10,456
| Closed | -$313K | – | 1234 |
|
|
2020
Q3 | $313K | Buy |
+10,456
| New | +$313K | 0.01% | 775 |
|