Assured Investment Management’s Upland Software UPLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,369
Closed -$37K 1347
2018
Q4
$37K Sell
1,369
-1,463
-52% -$39.5K ﹤0.01% 1039
2018
Q3
$92K Sell
2,832
-12,269
-81% -$399K ﹤0.01% 1027
2018
Q2
$519K Buy
15,101
+2,436
+19% +$83.7K 0.01% 779
2018
Q1
$365K Buy
+12,665
New +$365K 0.01% 834