TCI Wealth Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-362
| Closed | -$8.87K | – | 2129 |
|
|
2023
Q1 | $8.87K | Hold |
362
| – | – | ﹤0.01% | 1163 |
|
|
2022
Q4 | $8.16K | Sell |
362
-229
| -39% | -$5.16K | ﹤0.01% | 1219 |
|
|
2022
Q3 | $10K | Buy |
591
+394
| +200% | +$6.67K | ﹤0.01% | 1039 |
|
|
2022
Q2 | $4K | Hold |
197
| – | – | ﹤0.01% | 1701 |
|
|
2022
Q1 | $5K | Sell |
197
-297
| -60% | -$7.54K | ﹤0.01% | 1607 |
|
|
2021
Q4 | $24K | Buy |
494
+104
| +27% | +$5.05K | ﹤0.01% | 637 |
|
|
2021
Q3 | $22K | Buy |
390
+64
| +20% | +$3.61K | ﹤0.01% | 640 |
|
|
2021
Q2 | $17K | Sell |
326
-12
| -4% | -$626 | ﹤0.01% | 653 |
|
|
2021
Q1 | $19K | Buy |
338
+112
| +50% | +$6.3K | 0.01% | 578 |
|
|
2020
Q4 | $9K | Buy |
226
+21
| +10% | +$836 | ﹤0.01% | 669 |
|
|
2020
Q3 | $6K | Buy |
205
+8
| +4% | +$234 | ﹤0.01% | 719 |
|
|
2020
Q2 | $5K | Hold |
197
| – | – | ﹤0.01% | 749 |
|
|
2020
Q1 | $3K | Sell |
197
-102
| -34% | -$1.55K | ﹤0.01% | 919 |
|
|
2019
Q4 | $9K | Buy |
299
+96
| +47% | +$2.89K | ﹤0.01% | 731 |
|
|
2019
Q3 | $5K | Hold |
203
| – | – | ﹤0.01% | 825 |
|
|
2019
Q2 | $5K | Buy |
203
+6
| +3% | +$148 | ﹤0.01% | 785 |
|
|
2019
Q1 | $4K | Hold |
197
| – | – | ﹤0.01% | 865 |
|
|
2018
Q4 | $3K | Hold |
197
| – | – | ﹤0.01% | 917 |
|
|
2018
Q3 | $3K | Hold |
197
| – | – | ﹤0.01% | 950 |
|
|
2018
Q2 | $3K | Hold |
197
| – | – | ﹤0.01% | 977 |
|
|
2018
Q1 | $2K | Hold |
197
| – | – | ﹤0.01% | 1021 |
|
|
2017
Q4 | $2K | Hold |
197
| – | – | ﹤0.01% | 1073 |
|
|
2017
Q3 | $2K | Hold |
197
| – | – | ﹤0.01% | 1003 |
|
|
2017
Q2 | $2K | Hold |
197
| – | – | ﹤0.01% | 1034 |
|
|
2017
Q1 | $2K | Buy |
+197
| New | +$2K | ﹤0.01% | 985 |
|