LWM
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Lenox Wealth Management’s Upbound Group UPBD Stock Holding History

Lenox Wealth 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
2018
Q1 		– Sell
-61,032
Closed -$677K – 507
2017
Q4 		$677K Buy
61,032
+4,869
+9% +$53.3K 0.21% 97
2017
Q3 		$644K Buy
56,163
+2,505
+5% +$31K 0.22% 85
2017
Q2 		$633K Buy
+53,658
New +$607K 0.26% 73

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PFMOSF
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FCM
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