Moloney Securities 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
Q3
Sell
-20,215
Closed -$629K 459
2023
Q2
$629K Sell
20,215
-5,335
-21% -$166K 0.11% 220
2023
Q1
$626K Sell
25,550
-2,974
-10% -$72.9K 0.12% 215
2022
Q4
$643K Buy
+28,524
New +$643K 0.14% 192