TFO Wealth Partners’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$35 | – | 708 |
|
|
2024
Q1 | $35 | Hold |
1
| – | – | ﹤0.01% | 743 |
|
|
2023
Q4 | $34 | Sell |
1
-5
| -83% | -$170 | ﹤0.01% | 892 |
|
|
2023
Q3 | $187 | Buy |
6
+5
| +500% | +$156 | ﹤0.01% | 834 |
|
|
2023
Q2 | $31 | Hold |
1
| – | – | ﹤0.01% | 795 |
|
|
2023
Q1 | $25 | Sell |
1
-2
| -67% | -$50 | ﹤0.01% | 788 |
|
|
2022
Q4 | $113 | Buy |
+3
| New | +$113 | ﹤0.01% | 753 |
|