Wealthspire Advisors (Maryland)’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-153
| Closed | -$3K | – | 1993 |
|
|
2019
Q1 | $3K | Hold |
153
| – | – | ﹤0.01% | 2061 |
|
|
2018
Q4 | $2K | Hold |
153
| – | – | ﹤0.01% | 2143 |
|
|
2018
Q3 | $2K | Buy |
153
+142
| +1,291% | +$1.86K | ﹤0.01% | 2199 |
|
|
2018
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2597 |
|
|
2018
Q1 | – | Sell |
-23
| Closed | – | – | 2651 |
|
|
2017
Q4 | $0 | Sell |
23
-6
| -21% | – | ﹤0.01% | 2609 |
|
|
2017
Q3 | $0 | Buy |
+29
| New | – | ﹤0.01% | 2481 |
|
|
2017
Q1 | – | Sell |
-25
| Closed | – | – | 2024 |
|
|
2016
Q4 | $0 | Sell |
25
-137
| -85% | – | ﹤0.01% | 1850 |
|
|
2016
Q3 | $2K | Buy |
162
+47
| +41% | +$580 | ﹤0.01% | 1575 |
|
|
2016
Q2 | $1K | Buy |
+115
| New | +$1K | ﹤0.01% | 1633 |
|