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IBEX Wealth Advisors’s Upbound Group UPBD Stock Holding History

IBEX Wealth Advisors’s Portfolio UPBD Stock Details UPBD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-108,957
Closed -$6.28M – 197
2021
Q1 		$6.28M Buy
108,957
+3,130
+3% +$180K 1.55% 15
2020
Q4 		$4.05M Buy
105,827
+2,199
+2% +$84.2K 1.06% 37
2020
Q3 		$3.1M Buy
+103,628
New +$3.1M 0.9% 50