Financial Gravity Asset Management’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-27	Closed	-$938	–	2479
2024 Q1	$938	Buy	+27	New	+$902	﹤0.01%	1251
2023 Q3	–	Sell	-31	Closed	-$926	–	1762
2023 Q2	$926	Buy	+31	New	+$906	﹤0.01%	828
2023 Q1	–	Sell	-23	Closed	-$594	–	1663
2022 Q4	$594	Buy	+23	New	+$493	﹤0.01%	780
2021 Q3	–	Sell	-1	Closed	-$53K	–	1017
2021 Q2	$53K	Hold	1	–	–	0.02%	545
2021 Q1	$76	Buy	+1	New	+$52	﹤0.01%	523
2020 Q1	–	Sell	-301	Closed	-$36K	–	1380
2019 Q4	$36K	Sell	301 -1	-0.3%	-$26	0.02%	793
2019 Q3	$8K	Sell	302 -138	-31%	-$3.62K	0.01%	645
2019 Q2	$12K	Sell	440 -8	-2%	-$190	0.01%	562
2019 Q1	$9K	Buy	+448	New	+$8.26K	0.01%	584
2018 Q3	$3K	Sell	198 -16	-7%	-$235	﹤0.01%	884
2018 Q2	$3K	Sell	214 -104	-33%	-$1.13K	﹤0.01%	920
2018 Q1	$3K	Buy	+318	New	+$3.05K	﹤0.01%	885