Westfield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-27,800
| Closed | -$326K | – | 278 |
|
|
2017
Q2 | $326K | Buy |
+27,800
| New | +$326K | ﹤0.01% | 240 |
|
|
2016
Q1 | – | Sell |
-276,120
| Closed | -$4.13M | – | 292 |
|
|
2015
Q4 | $4.13M | Sell |
276,120
-745,230
| -73% | -$11.2M | 0.03% | 227 |
|
|
2015
Q3 | $24.8M | Buy |
1,021,350
+288,930
| +39% | +$7.01M | 0.18% | 161 |
|
|
2015
Q2 | $20.8M | Buy |
732,420
+102,470
| +16% | +$2.91M | 0.13% | 187 |
|
|
2015
Q1 | $17.3M | Buy |
629,950
+10,500
| +2% | +$288K | 0.1% | 216 |
|
|
2014
Q4 | $22.5M | Buy |
+619,450
| New | +$22.5M | 0.13% | 192 |
|
|
2013
Q4 | – | Sell |
-51,180
| Closed | -$1.95M | – | 359 |
|
|
2013
Q3 | $1.95M | Sell |
51,180
-497,849
| -91% | -$19M | 0.01% | 257 |
|
|
2013
Q2 | $20.6M | Buy |
+549,029
| New | +$20.6M | 0.14% | 196 |
|