WFG Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 1666 |
|
|
2017
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 1659 |
|
|
2016
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 1723 |
|
|
2016
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1692 |
|
|
2016
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 1690 |
|
|
2016
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 1680 |
|
|
2015
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 1670 |
|
|
2015
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1707 |
|
|
2015
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 1801 |
|
|
2015
Q1 | $0 | Sell |
14
-150
| -91% | – | ﹤0.01% | 2071 |
|
|
2014
Q4 | $6K | Hold |
164
| – | – | ﹤0.01% | 1599 |
|
|
2014
Q3 | $5K | Hold |
164
| – | – | ﹤0.01% | 1666 |
|
|
2014
Q2 | $5K | Hold |
164
| – | – | ﹤0.01% | 1651 |
|
|
2014
Q1 | $4K | Hold |
164
| – | – | ﹤0.01% | 1679 |
|
|
2013
Q4 | $5K | Hold |
164
| – | – | ﹤0.01% | 1764 |
|
|
2013
Q3 | $6K | Hold |
164
| – | – | ﹤0.01% | 1687 |
|
|
2013
Q2 | $6K | Buy |
+164
| New | +$6K | ﹤0.01% | 1619 |
|