Koshinski Asset Management
UPBD icon

Koshinski Asset Management’s Upbound Group UPBD Stock Holding History

Koshinski Asset 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
2023
Q2 		– Sell
-9,135
Closed -$224K – 665
2023
Q1 		$224K Sell
9,135
-1,118
-11% -$28.8K 0.02% 508
2022
Q4 		$231K Sell
10,253
-608
-6% -$13K 0.02% 532
2022
Q3 		$190K Buy
10,861
+44
+0.4% +$1.1K 0.02% 506
2022
Q2 		$210K Sell
10,817
-540
-5% -$13.4K 0.02% 544
2022
Q1 		$286K Buy
11,357
+4,404
+63% +$159K 0.02% 490
2021
Q4 		$334K Buy
6,953
+6,234
+867% +$312K 0.03% 491
2021
Q3 		$40.4K Buy
+719
New +$42.3K ﹤0.01% 1209

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