Systematic Financial Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,515
| Closed | -$265K | – | 445 |
|
|
2020
Q2 | $265K | Sell |
9,515
-4,180
| -31% | -$116K | 0.01% | 414 |
|
|
2020
Q1 | $194K | Sell |
13,695
-4,410
| -24% | -$62.5K | 0.01% | 400 |
|
|
2019
Q4 | $522K | Buy |
18,105
+3,390
| +23% | +$97.7K | 0.02% | 408 |
|
|
2019
Q3 | $379K | Sell |
14,715
-6,885
| -32% | -$177K | 0.02% | 456 |
|
|
2019
Q2 | $575K | Sell |
21,600
-32,175
| -60% | -$857K | 0.02% | 510 |
|
|
2019
Q1 | $1.12M | Buy |
+53,775
| New | +$1.12M | 0.04% | 449 |
|
|
2017
Q2 | – | Sell |
-176,565
| Closed | -$1.57M | – | 693 |
|
|
2017
Q1 | $1.57M | Buy |
176,565
+28,630
| +19% | +$254K | 0.03% | 510 |
|
|
2016
Q4 | $1.66M | Buy |
147,935
+1,325
| +0.9% | +$14.9K | 0.03% | 494 |
|
|
2016
Q3 | $1.85M | Buy |
146,610
+735
| +0.5% | +$9.29K | 0.03% | 355 |
|
|
2016
Q2 | $1.79M | Buy |
145,875
+26,220
| +22% | +$322K | 0.02% | 403 |
|
|
2016
Q1 | $1.9M | Buy |
119,655
+9,080
| +8% | +$144K | 0.02% | 332 |
|
|
2015
Q4 | $1.66M | Sell |
110,575
-75,320
| -41% | -$1.13M | 0.02% | 447 |
|
|
2015
Q3 | $4.51M | Buy |
185,895
+99,830
| +116% | +$2.42M | 0.05% | 295 |
|
|
2015
Q2 | $2.44M | Buy |
+86,065
| New | +$2.44M | 0.02% | 510 |
|