Argent Capital Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,685
| Closed | -$457K | – | 195 |
|
|
2021
Q1 | $457K | Sell |
9,685
-605
| -6% | -$28.5K | 0.02% | 157 |
|
|
2020
Q4 | $472K | Sell |
10,290
-37,830
| -79% | -$1.74M | 0.02% | 155 |
|
|
2020
Q3 | $1.81M | Sell |
48,120
-5,020
| -9% | -$189K | 0.07% | 86 |
|
|
2020
Q2 | $1.85M | Sell |
53,140
-18,225
| -26% | -$633K | 0.08% | 75 |
|
|
2020
Q1 | $1.91M | Sell |
71,365
-45,050
| -39% | -$1.21M | 0.09% | 69 |
|
|
2019
Q4 | $4.16M | Hold |
116,415
| – | – | 0.14% | 71 |
|
|
2019
Q3 | $4.06M | Hold |
116,415
| – | – | 0.15% | 67 |
|
|
2019
Q2 | $5.3M | Buy |
116,415
+25,485
| +28% | +$1.16M | 0.2% | 59 |
|
|
2019
Q1 | $3.85M | Sell |
90,930
-12,000
| -12% | -$508K | 0.14% | 68 |
|
|
2018
Q4 | $2.8M | Sell |
102,930
-175
| -0.2% | -$4.76K | 0.14% | 79 |
|
|
2018
Q3 | $3.33M | Hold |
103,105
| – | – | 0.11% | 87 |
|
|
2018
Q2 | $3.54M | Hold |
103,105
| – | – | 0.13% | 86 |
|
|
2018
Q1 | $2.97M | Buy |
103,105
+26,565
| +35% | +$765K | 0.11% | 94 |
|
|
2017
Q4 | $1.77M | Buy |
+76,540
| New | +$1.77M | 0.06% | 120 |
|