United Services Automobile Association’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-15,808
| Closed | -$421K | – | 1664 |
|
|
2019
Q2 | $421K | Buy |
15,808
+3,370
| +27% | +$89.8K | ﹤0.01% | 1695 |
|
|
2019
Q1 | $260K | Sell |
12,438
-988
| -7% | -$20.7K | ﹤0.01% | 1954 |
|
|
2018
Q4 | $217K | Buy |
13,426
+1,411
| +12% | +$22.8K | ﹤0.01% | 1986 |
|
|
2018
Q3 | $173K | Sell |
12,015
-829
| -6% | -$11.9K | ﹤0.01% | 2175 |
|
|
2018
Q2 | $189K | Buy |
12,844
+2,285
| +22% | +$33.6K | ﹤0.01% | 2148 |
|
|
2018
Q1 | $91K | Buy |
+10,559
| New | +$91K | ﹤0.01% | 2185 |
|
|
2017
Q3 | – | Sell |
-42,130
| Closed | -$494K | – | 1446 |
|
|
2017
Q2 | $494K | Hold |
42,130
| – | – | ﹤0.01% | 1308 |
|
|
2017
Q1 | $374K | Buy |
+42,130
| New | +$374K | ﹤0.01% | 1247 |
|
|
2013
Q4 | – | Sell |
-113,100
| Closed | -$4.31M | – | 1271 |
|
|
2013
Q3 | $4.31M | Sell |
113,100
-23,000
| -17% | -$876K | 0.02% | 696 |
|
|
2013
Q2 | $5.11M | Buy |
+136,100
| New | +$5.11M | 0.02% | 609 |
|