Wedge Capital Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,307
| Closed | -$248K | – | 508 |
|
|
2021
Q1 | $248K | Sell |
4,307
-3,279
| -43% | -$189K | ﹤0.01% | 473 |
|
|
2020
Q4 | $290K | Sell |
7,586
-1,145
| -13% | -$43.8K | ﹤0.01% | 475 |
|
|
2020
Q3 | $261K | Sell |
8,731
-940
| -10% | -$28.1K | ﹤0.01% | 460 |
|
|
2020
Q2 | $269K | Buy |
+9,671
| New | +$269K | ﹤0.01% | 435 |
|
|
2019
Q3 | – | Sell |
-9,696
| Closed | -$258K | – | 613 |
|
|
2019
Q2 | $258K | Buy |
+9,696
| New | +$258K | ﹤0.01% | 559 |
|
|
2017
Q3 | – | Sell |
-22,657
| Closed | -$266K | – | 589 |
|
|
2017
Q2 | $266K | Sell |
22,657
-4,084
| -15% | -$47.9K | ﹤0.01% | 524 |
|
|
2017
Q1 | $237K | Buy |
26,741
+8,715
| +48% | +$77.2K | ﹤0.01% | 532 |
|
|
2016
Q4 | $203K | Sell |
18,026
-4,059
| -18% | -$45.7K | ﹤0.01% | 554 |
|
|
2016
Q3 | $279K | Buy |
22,085
+4,163
| +23% | +$52.6K | ﹤0.01% | 524 |
|
|
2016
Q2 | $220K | Buy |
17,922
+1,167
| +7% | +$14.3K | ﹤0.01% | 543 |
|
|
2016
Q1 | $266K | Buy |
+16,755
| New | +$266K | ﹤0.01% | 534 |
|