Lenox 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
2018 Q1	–	Sell	-61,032	Closed	-$677K	–	508
2017 Q4	$677K	Buy	61,032 +4,869	+9%	+$54K	0.21%	97
2017 Q3	$644K	Buy	56,163 +2,505	+5%	+$28.7K	0.22%	85
2017 Q2	$633K	Buy	+53,658	New	+$633K	0.26%	73