Wetzel Investment Advisors’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,000	Closed	-$70.4K	–	835
2024 Q2	$70.4K	Hold	2,000	–	–	0.04%	205
2024 Q1	$60.9K	Hold	2,000	–	–	0.04%	227
2023 Q4	$68K	Buy	+2,000	New	+$68K	0.04%	220