Toth Financial Advisory’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,724
| Closed | -$97K | – | 822 |
|
|
2021
Q3 | $97K | Sell |
1,724
-13,000
| -88% | -$731K | 0.01% | 243 |
|
|
2021
Q2 | $781K | Hold |
14,724
| – | – | 0.12% | 127 |
|
|
2021
Q1 | $849K | Buy |
14,724
+4,820
| +49% | +$278K | 0.14% | 121 |
|
|
2020
Q4 | $379K | Hold |
9,904
| – | – | 0.07% | 159 |
|
|
2020
Q3 | $296K | Buy |
+9,904
| New | +$296K | 0.06% | 167 |
|