Partnership 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
2024 Q4	–	Sell	-200	Closed	-$6.4K	–	175
2024 Q3	$6.4K	Sell	200 -11,903	-98%	-$381K	﹤0.01%	170
2024 Q2	$372K	Sell	12,103 -6,738	-36%	-$207K	0.27%	67
2024 Q1	$663K	Sell	18,841 -1,750	-8%	-$61.6K	0.47%	54
2023 Q4	$684K	Buy	+20,591	New	+$684K	0.52%	49