Hohimer 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
2024
Q3
Sell
-10,044
Closed -$308K 261
2024
Q2
$308K Sell
10,044
-152
-1% -$4.67K 0.07% 184
2024
Q1
$359K Buy
+10,196
New +$359K 0.08% 180