United Capital Financial Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-339,582
| Closed | -$3.77M | – | 1367 |
|
|
2017
Q4 | $3.77M | Sell |
339,582
-17,094
| -5% | -$190K | 0.03% | 458 |
|
|
2017
Q3 | $4.1M | Sell |
356,676
-16,556
| -4% | -$190K | 0.03% | 423 |
|
|
2017
Q2 | $4.37M | Buy |
373,232
+1,151
| +0.3% | +$13.5K | 0.04% | 408 |
|
|
2017
Q1 | $3.3M | Buy |
372,081
+64,923
| +21% | +$576K | 0.03% | 449 |
|
|
2016
Q4 | $3.46M | Buy |
307,158
+30,714
| +11% | +$346K | 0.03% | 448 |
|
|
2016
Q3 | $3.49M | Buy |
276,444
+23,589
| +9% | +$298K | 0.03% | 458 |
|
|
2016
Q2 | $3.03M | Buy |
252,855
+15,143
| +6% | +$182K | 0.03% | 462 |
|
|
2016
Q1 | $3.77M | Buy |
237,712
+34,490
| +17% | +$547K | 0.04% | 395 |
|
|
2015
Q4 | $3.04M | Buy |
203,222
+60,055
| +42% | +$899K | 0.04% | 454 |
|
|
2015
Q3 | $3.47M | Buy |
143,167
+11,454
| +9% | +$278K | 0.04% | 396 |
|
|
2015
Q2 | $3.73M | Buy |
131,713
+31,121
| +31% | +$882K | 0.04% | 418 |
|
|
2015
Q1 | $2.98M | Buy |
100,592
+35,215
| +54% | +$1.04M | 0.04% | 463 |
|
|
2014
Q4 | $2.37M | Buy |
65,377
+34,541
| +112% | +$1.25M | 0.04% | 425 |
|
|
2014
Q3 | $936K | Sell |
30,836
-2,003
| -6% | -$60.8K | 0.02% | 616 |
|
|
2014
Q2 | $942K | Buy |
32,839
+22,773
| +226% | +$653K | 0.02% | 573 |
|
|
2014
Q1 | $268K | Buy |
+10,066
| New | +$268K | 0.01% | 809 |
|