Apogem Capital’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,699
| Closed | -$324K | – | 203 |
|
|
2021
Q3 | $324K | Sell |
9,699
-3,008
| -24% | -$100K | 0.21% | 139 |
|
|
2021
Q2 | $523K | Sell |
12,707
-2,361
| -16% | -$97.2K | 0.33% | 95 |
|
|
2021
Q1 | $711K | Sell |
15,068
-19,015
| -56% | -$897K | 0.48% | 68 |
|
|
2020
Q4 | $1.56M | Buy |
+34,083
| New | +$1.56M | 1.04% | 28 |
|