SWA
Sutton Wealth Advisors’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-852
| Closed | -$19.2K | – | 1534 |
|
|
2022
Q4 | $19.2K | Sell |
852
-486
| -36% | -$11K | 0.01% | 707 |
|
|
2022
Q3 | $23.4K | Sell |
1,338
-77
| -5% | -$1.35K | 0.01% | 615 |
|
|
2022
Q2 | $27.5K | Buy |
1,415
+188
| +15% | +$3.66K | 0.01% | 559 |
|
|
2022
Q1 | $30.9K | Buy |
1,227
+361
| +42% | +$9.09K | 0.01% | 565 |
|
|
2021
Q4 | $41.6K | Buy |
866
+14
| +2% | +$673 | 0.01% | 475 |
|
|
2021
Q3 | $47.9K | Hold |
852
| – | – | 0.02% | 406 |
|
|
2021
Q2 | $45.2K | Hold |
852
| – | – | 0.02% | 433 |
|
|
2021
Q1 | $49.1K | Hold |
852
| – | – | 0.02% | 398 |
|
|
2020
Q4 | $32.6K | Hold |
852
| – | – | 0.01% | 475 |
|
|
2020
Q3 | $25.5K | Hold |
852
| – | – | 0.01% | 478 |
|
|
2020
Q2 | $23.7K | Hold |
852
| – | – | 0.01% | 490 |
|
|
2020
Q1 | $12K | Hold |
852
| – | – | 0.01% | 609 |
|
|
2019
Q4 | $24.6K | Hold |
852
| – | – | 0.01% | 524 |
|
|
2019
Q3 | $22K | Hold |
852
| – | – | 0.01% | 554 |
|
|
2019
Q2 | $22.7K | Hold |
852
| – | – | 0.01% | 530 |
|
|
2019
Q1 | $17.8K | Hold |
852
| – | – | 0.01% | 618 |
|
|
2018
Q4 | $13.8K | Hold |
852
| – | – | 0.01% | 658 |
|
|
2018
Q3 | $12.3K | Hold |
852
| – | – | 0.01% | 748 |
|
|
2018
Q2 | $12.5K | Buy |
+852
| New | +$12.5K | 0.01% | 773 |
|
|
2018
Q1 | – | Sell |
-1,035
| Closed | -$11.5K | – | 1154 |
|
|
2017
Q4 | $11.5K | Hold |
1,035
| – | – | 0.01% | 737 |
|
|
2017
Q3 | $11.9K | Hold |
1,035
| – | – | 0.01% | 723 |
|
|
2017
Q2 | $12.1K | Buy |
+1,035
| New | +$12.1K | 0.01% | 697 |
|
|
2017
Q1 | – | Sell |
-960
| Closed | -$10.8K | – | 1081 |
|
|
2016
Q4 | $10.8K | Buy |
960
+136
| +17% | +$1.53K | 0.01% | 671 |
|
|
2016
Q3 | $10.4K | Buy |
824
+473
| +135% | +$5.98K | 0.01% | 653 |
|
|
2016
Q2 | $4.31K | Sell |
351
-563
| -62% | -$6.91K | ﹤0.01% | 812 |
|
|
2016
Q1 | $14.5K | Buy |
+914
| New | +$14.5K | 0.01% | 519 |
|