AIA
Avalon Investment & Advisory’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-74,574
| Closed | -$3.52M | – | 369 |
|
|
2021
Q1 | $3.52M | Buy |
74,574
+2,904
| +4% | +$137K | 0.08% | 153 |
|
|
2020
Q4 | $3.29M | Sell |
71,670
-1,870
| -3% | -$85.8K | 0.07% | 165 |
|
|
2020
Q3 | $2.77M | Sell |
73,540
-9,967
| -12% | -$376K | 0.06% | 160 |
|
|
2020
Q2 | $2.9M | Sell |
83,507
-24,227
| -22% | -$842K | 0.07% | 160 |
|
|
2020
Q1 | $2.89M | Sell |
107,734
-7,095
| -6% | -$190K | 0.07% | 165 |
|
|
2019
Q4 | $4.1M | Buy |
114,829
+661
| +0.6% | +$23.6K | 0.08% | 164 |
|
|
2019
Q3 | $3.98M | Sell |
114,168
-1,401
| -1% | -$48.8K | 0.09% | 161 |
|
|
2019
Q2 | $5.26M | Buy |
115,569
+1,050
| +0.9% | +$47.8K | 0.12% | 142 |
|
|
2019
Q1 | $4.85M | Buy |
114,519
+3,331
| +3% | +$141K | 0.11% | 143 |
|
|
2018
Q4 | $3.02M | Sell |
111,188
-2,885
| -3% | -$78.4K | 0.08% | 176 |
|
|
2018
Q3 | $3.69M | Buy |
114,073
+9,604
| +9% | +$310K | 0.1% | 179 |
|
|
2018
Q2 | $3.59M | Buy |
104,469
+65,690
| +169% | +$2.26M | 0.11% | 172 |
|
|
2018
Q1 | $1.12M | Buy |
+38,779
| New | +$1.12M | 0.03% | 248 |
|