ProVise Management Group’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,667	Closed	-$262K	–	405
2021 Q3	$262K	Buy	4,667 +120	+3%	+$6.74K	0.03%	307
2021 Q2	$241K	Buy	+4,547	New	+$241K	0.02%	340