WCBA
Weaver C. Barksdale & Associates’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-864
| Closed | -$13K | – | 559 |
|
|
2015
Q4 | $13K | Buy |
864
+340
| +65% | +$5.12K | 0.01% | 215 |
|
|
2015
Q3 | $13K | Buy |
524
+50
| +11% | +$1.24K | 0.01% | 210 |
|
|
2015
Q2 | $13K | Sell |
474
-33
| -7% | -$905 | 0.01% | 228 |
|
|
2015
Q1 | $14K | Buy |
507
+110
| +28% | +$3.04K | 0.01% | 216 |
|
|
2014
Q4 | $14K | Sell |
397
-87
| -18% | -$3.07K | 0.01% | 209 |
|
|
2014
Q3 | $15K | Buy |
484
+5
| +1% | +$155 | 0.01% | 199 |
|
|
2014
Q2 | $14K | Sell |
479
-51
| -10% | -$1.49K | 0.01% | 217 |
|
|
2014
Q1 | $14K | Buy |
530
+154
| +41% | +$4.07K | 0.01% | 211 |
|
|
2013
Q4 | $13K | Buy |
376
+49
| +15% | +$1.69K | 0.01% | 232 |
|
|
2013
Q3 | $12K | Hold |
327
| – | – | 0.01% | 239 |
|
|
2013
Q2 | $12K | Buy |
+327
| New | +$12K | 0.01% | 237 |
|