Hemington Wealth Management’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4K	Buy	181 +24	+15%	+$530	﹤0.01%	1195
2025 Q1	$3K	Sell	157 -21	-12%	-$401	﹤0.01%	1239
2024 Q4	$5K	Hold	178	–	–	﹤0.01%	1041
2024 Q3	$5K	Buy	+178	New	+$5K	﹤0.01%	966