Zacks Investment Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,243
| Closed | -$182K | – | 598 |
|
|
2018
Q4 | $182K | Sell |
11,243
-7,670
| -41% | -$124K | ﹤0.01% | 482 |
|
|
2018
Q3 | $272K | Buy |
+18,913
| New | +$272K | 0.01% | 467 |
|
|
2018
Q2 | – | Sell |
-12,100
| Closed | -$104K | – | 611 |
|
|
2018
Q1 | $104K | Hold |
12,100
| – | – | ﹤0.01% | 502 |
|
|
2017
Q4 | $134K | Sell |
12,100
-1,340
| -10% | -$14.8K | ﹤0.01% | 542 |
|
|
2017
Q3 | $154K | Buy |
+13,440
| New | +$154K | ﹤0.01% | 549 |
|
|
2017
Q1 | – | Sell |
-15,018
| Closed | -$169K | – | 731 |
|
|
2016
Q4 | $169K | Sell |
15,018
-164
| -1% | -$1.85K | ﹤0.01% | 615 |
|
|
2016
Q3 | $192K | Sell |
15,182
-23,582
| -61% | -$298K | 0.01% | 607 |
|
|
2016
Q2 | $476K | Buy |
+38,764
| New | +$476K | 0.01% | 454 |
|