Mark Sheptoff Financial Planning’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-748	Closed	-$20K	–	363
2014 Q1	$20K	Buy	+748	New	+$20K	0.02%	237