TRIBUTARY BALANCED FUND UPBD Holdings History
TRIBUTARY BALANCED FUND's Upbound Group Inc Holding Summary
As of 2025-03-31, TRIBUTARY BALANCED FUND held - shares of Upbound Group Inc(UPBD), totaling N/A. This investment constitutes 0% of their stock portfolio, and TRIBUTARY BALANCED FUND now holds 0% of the outstanding Upbound Group Inc(UPBD) stock.
The initial trade took place in 2021Q3. And since then TRIBUTARY BALANCED FUND has made 4 purchases of UPBD, at an average price of $43.14, for a total of 14,400.00 shares. In addition, there have been 8 sales at an average price of $26.68 for 14,400.00 shares. Based on historical transaction data and UPBD's current price of $26.20, TRIBUTARY BALANCED FUND's estimated gain on his UPBD holdings is $-237,050.00, reflecting a -38.16% gain to date.
TRIBUTARY BALANCED FUND UPBD ($26.20) Holding Chart
TRIBUTARY BALANCED FUND UPBD ($26.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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