CWA
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Cypress Wealth Advisors’s Upbound Group UPBD Stock Holding History

Cypress Wealth Advisors’s Portfolio UPBD Stock Details UPBD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,334
Closed -$92K – 175
2017
Q1 		$92K Buy
+10,334
New +$92K 0.04% 212