Advisor Group’s Upland Software UPLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$208K Sell
5,835
-653
-10% -$23.3K ﹤0.01% 2362
2019
Q3
$226K Sell
6,488
-37,546
-85% -$1.31M ﹤0.01% 2225
2019
Q2
$2M Buy
44,034
+40,963
+1,334% +$1.86M 0.02% 757
2019
Q1
$130K Sell
3,071
-363
-11% -$15.4K ﹤0.01% 2629
2018
Q4
$93K Sell
3,434
-61
-2% -$1.65K ﹤0.01% 2710
2018
Q3
$112K Buy
3,495
+1,185
+51% +$38K ﹤0.01% 2681
2018
Q2
$79K Buy
+2,310
New +$79K ﹤0.01% 2717