True Wealth Design’s Upbound Group UPBD Stock Holding History

True Wealth Design’s Portfolio UPBD Stock Details UPBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.85K	Sell
2025 Q2	$8.91K	Buy
2025 Q1	$432	Buy