Capital Advisory Group Advisory Services’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,218
Closed -$81K 472
2022
Q1
$81K Buy
+3,218
New +$81K 0.04% 215
2021
Q4
Sell
-6,175
Closed -$347K 479
2021
Q3
$347K Buy
6,175
+2,084
+51% +$117K 0.13% 146
2021
Q2
$217K Buy
+4,091
New +$217K 0.08% 193