HGWM
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Harvest Group Wealth Management’s Upbound Group UPBD Stock Holding History

Harvest Group Wealth Management’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11
Closed – – 685
2020
Q4 		$0 Hold
11
– – ﹤0.01% 853
2020
Q3 		$0 Hold
11
– – ﹤0.01% 832
2020
Q2 		$0 Hold
11
– – ﹤0.01% 867
2020
Q1 		$0 Sell
11
-58
-84% -$1.4K ﹤0.01% 1017
2019
Q4 		$1K Hold
69
– – ﹤0.01% 882
2019
Q3 		$2K Hold
69
– – ﹤0.01% 775
2019
Q2 		$1K Hold
69
– – ﹤0.01% 823
2019
Q1 		$1K Buy
+69
New +$1.27K ﹤0.01% 856

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EC
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HRCM
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Dimensional Fund Advisors
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Goldman Sachs
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