Fulcrum Equity 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
Q1
Sell
-4,168
Closed -$200K 186
2021
Q4
$200K Sell
4,168
-82
-2% -$3.94K 0.07% 175
2021
Q3
$239K Sell
4,250
-63
-1% -$3.54K 0.09% 157
2021
Q2
$229K Buy
+4,313
New +$229K 0.09% 168