Sowell Financial Services’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-233
| Closed | -$14K | – | 2606 |
|
|
2021
Q1 | $14K | Buy |
+233
| New | +$14K | ﹤0.01% | 2201 |
|
|
2020
Q2 | – | Sell |
-127
| Closed | -$2K | – | 2685 |
|
|
2020
Q1 | $2K | Hold |
127
| – | – | ﹤0.01% | 2132 |
|
|
2019
Q4 | $4K | Hold |
127
| – | – | ﹤0.01% | 2011 |
|
|
2019
Q3 | $3K | Buy |
+127
| New | +$3K | ﹤0.01% | 1988 |
|