Vident Investment 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
Q3 | – | Sell |
-42,060
| Closed | -$2.23M | – | 1241 |
|
|
2021
Q2 | $2.23M | Buy |
42,060
+35
| +0.1% | +$1.86K | 0.07% | 364 |
|
|
2021
Q1 | $2.42M | Sell |
42,025
-2,009
| -5% | -$116K | 0.08% | 283 |
|
|
2020
Q4 | $1.69M | Sell |
44,034
-2,571
| -6% | -$98.4K | 0.07% | 350 |
|
|
2020
Q3 | $1.39M | Sell |
46,605
-15,886
| -25% | -$475K | 0.07% | 396 |
|
|
2020
Q2 | $1.74M | Sell |
62,491
-10,055
| -14% | -$280K | 0.09% | 239 |
|
|
2020
Q1 | $1.03M | Sell |
72,546
-16,917
| -19% | -$239K | 0.07% | 390 |
|
|
2019
Q4 | $2.58M | Buy |
+89,463
| New | +$2.58M | 0.16% | 172 |
|
|
2015
Q4 | – | Sell |
-24,101
| Closed | -$584K | – | 820 |
|
|
2015
Q3 | $584K | Buy |
24,101
+7,262
| +43% | +$176K | 0.08% | 445 |
|
|
2015
Q2 | $477K | Buy |
16,839
+904
| +6% | +$25.6K | 0.06% | 525 |
|
|
2015
Q1 | $437K | Buy |
+15,935
| New | +$437K | 0.09% | 497 |
|