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SkyOak Wealth’s Upbound Group UPBD Stock Holding History

SkyOak Wealth’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,026
Closed -$203K – 295
2019
Q4 		$203K Buy
+7,026
New +$203K 0.06% 291