Wedbush Securities’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-15,500
| Closed | -$134K | – | 911 |
|
|
2018
Q1 | $134K | Sell |
15,500
-1,217
| -7% | -$10.5K | 0.02% | 734 |
|
|
2017
Q4 | $186K | Sell |
16,717
-6,250
| -27% | -$69.5K | 0.02% | 727 |
|
|
2017
Q3 | $264K | Buy |
22,967
+1,750
| +8% | +$20.1K | 0.03% | 601 |
|
|
2017
Q2 | $249K | Buy |
21,217
+4,750
| +29% | +$55.7K | 0.03% | 624 |
|
|
2017
Q1 | $146K | Buy |
+16,467
| New | +$146K | 0.02% | 734 |
|
|
2016
Q3 | – | Sell |
-10,077
| Closed | -$124K | – | 865 |
|
|
2016
Q2 | $124K | Sell |
10,077
-20,078
| -67% | -$247K | 0.02% | 685 |
|
|
2016
Q1 | $478K | Sell |
30,155
-3,240
| -10% | -$51.4K | 0.08% | 280 |
|
|
2015
Q4 | $500K | Buy |
33,395
+380
| +1% | +$5.69K | 0.09% | 245 |
|
|
2015
Q3 | $801K | Sell |
33,015
-1,035
| -3% | -$25.1K | 0.16% | 145 |
|
|
2015
Q2 | $965K | Sell |
34,050
-450
| -1% | -$12.8K | 0.18% | 131 |
|
|
2015
Q1 | $947K | Buy |
34,500
+1,455
| +4% | +$39.9K | 0.16% | 141 |
|
|
2014
Q4 | $1.2M | Sell |
33,045
-3,345
| -9% | -$121K | 0.18% | 109 |
|
|
2014
Q3 | $1.1M | Sell |
36,390
-300
| -0.8% | -$9.1K | 0.17% | 115 |
|
|
2014
Q2 | $1.05M | Sell |
36,690
-3,388
| -8% | -$97.1K | 0.17% | 123 |
|
|
2014
Q1 | $1.07M | Hold |
40,078
| – | – | 0.19% | 126 |
|
|
2013
Q4 | $1.34M | Sell |
40,078
-4,766
| -11% | -$159K | 0.32% | 83 |
|
|
2013
Q3 | $1.71M | Sell |
44,844
-337
| -0.7% | -$12.8K | 0.45% | 59 |
|
|
2013
Q2 | $1.7M | Buy |
+45,181
| New | +$1.7M | 0.47% | 56 |
|