Summit Financial Wealth Advisors’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-2,054
Closed -$49K 208
2015
Q3
$49K Hold
2,054
0.03% 125
2015
Q2
$58K Hold
2,054
0.04% 128
2015
Q1
$67K Buy
+2,054
New +$67K 0.05% 106