Verity Asset Management’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,069
Closed -$222K 191
2023
Q1
$222K Sell
9,069
-3,679
-29% -$90.2K 0.13% 155
2022
Q4
$287K Sell
12,748
-849
-6% -$19.1K 0.25% 123
2022
Q3
$238K Buy
+13,597
New +$238K 0.25% 134