AIS
AlphaOne Investment Services’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-26,945
| Closed | -$1.23M | – | 160 |
|
|
2019
Q2 | $1.23M | Sell |
26,945
-29,545
| -52% | -$1.35M | 0.95% | 25 |
|
|
2019
Q1 | $2.39M | Sell |
56,490
-64,799
| -53% | -$2.74M | 1.43% | 13 |
|
|
2018
Q4 | $3.3M | Buy |
+121,289
| New | +$3.3M | 1.36% | 33 |
|