Koshinski Asset Management’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,135
Closed -$224K 665
2023
Q1
$224K Sell
9,135
-1,118
-11% -$27.4K 0.02% 508
2022
Q4
$231K Sell
10,253
-608
-6% -$13.7K 0.02% 532
2022
Q3
$190K Buy
10,861
+44
+0.4% +$770 0.02% 506
2022
Q2
$210K Sell
10,817
-540
-5% -$10.5K 0.02% 544
2022
Q1
$286K Buy
11,357
+4,404
+63% +$111K 0.02% 490
2021
Q4
$334K Buy
6,953
+6,234
+867% +$299K 0.03% 491
2021
Q3
$40.4K Buy
+719
New +$40.4K ﹤0.01% 1209