TCI Wealth Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | 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% | -$4.91K | ﹤0.01% | 1219 |
|
|
2022
Q3 | $10K | Buy |
591
+394
| +200% | +$9.81K | ﹤0.01% | 1039 |
|
|
2022
Q2 | $4K | Hold |
197
| – | – | ﹤0.01% | 1702 |
|
|
2022
Q1 | $5K | Sell |
197
-297
| -60% | -$10.7K | ﹤0.01% | 1607 |
|
|
2021
Q4 | $24K | Buy |
494
+104
| +27% | +$5.2K | ﹤0.01% | 637 |
|
|
2021
Q3 | $22K | Buy |
390
+64
| +20% | +$3.77K | ﹤0.01% | 655 |
|
|
2021
Q2 | $17K | Sell |
326
-12
| -4% | -$697 | ﹤0.01% | 671 |
|
|
2021
Q1 | $19K | Buy |
338
+112
| +50% | +$5.86K | 0.01% | 596 |
|
|
2020
Q4 | $9K | Buy |
226
+21
| +10% | +$713 | ﹤0.01% | 693 |
|
|
2020
Q3 | $6K | Buy |
205
+8
| +4% | +$237 | ﹤0.01% | 736 |
|
|
2020
Q2 | $5K | Hold |
197
| – | – | ﹤0.01% | 761 |
|
|
2020
Q1 | $3K | Sell |
197
-102
| -34% | -$2.46K | ﹤0.01% | 929 |
|
|
2019
Q4 | $9K | Buy |
299
+96
| +47% | +$2.51K | ﹤0.01% | 735 |
|
|
2019
Q3 | $5K | Hold |
203
| – | – | ﹤0.01% | 829 |
|
|
2019
Q2 | $5K | Buy |
203
+6
| +3% | +$143 | ﹤0.01% | 789 |
|
|
2019
Q1 | $4K | Hold |
197
| – | – | ﹤0.01% | 871 |
|
|
2018
Q4 | $3K | Hold |
197
| – | – | ﹤0.01% | 925 |
|
|
2018
Q3 | $3K | Hold |
197
| – | – | ﹤0.01% | 961 |
|
|
2018
Q2 | $3K | Hold |
197
| – | – | ﹤0.01% | 977 |
|
|
2018
Q1 | $2K | Hold |
197
| – | – | ﹤0.01% | 1024 |
|
|
2017
Q4 | $2K | Hold |
197
| – | – | ﹤0.01% | 1073 |
|
|
2017
Q3 | $2K | Hold |
197
| – | – | ﹤0.01% | 1004 |
|
|
2017
Q2 | $2K | Hold |
197
| – | – | ﹤0.01% | 1034 |
|
|
2017
Q1 | $2K | Buy |
+197
| New | +$1.79K | ﹤0.01% | 985 |
|
Other funds holding UPBD
EC
IC
