Vise Technologies’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$262K Sell
8,967
-299
-3% -$8.72K 0.02% 653
2024
Q3
$296K Sell
9,266
-1,626
-15% -$52K 0.04% 451
2024
Q2
$334K Buy
10,892
+859
+9% +$26.4K 0.06% 296
2024
Q1
$353K Sell
10,033
-442
-4% -$15.6K 0.07% 261
2023
Q4
$356K Sell
10,475
-3,461
-25% -$118K 0.08% 237
2023
Q3
$410K Buy
13,936
+4,501
+48% +$133K 0.1% 194
2023
Q2
$294K Buy
+9,435
New +$294K 0.07% 246