Charter Oak 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
2022 Q3	–	Sell	-350	Closed	-$7K	–	842
2022 Q2	$7K	Hold	350	–	–	﹤0.01%	657
2022 Q1	$9K	Buy	+350	New	+$9K	﹤0.01%	656