B. Metzler seel. Sohn & Co’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-26,505
| Closed | -$467K | – | 771 |
|
|
2022
Q1 | $467K | Buy |
+26,505
| New | +$467K | 0.01% | 610 |
|
|
2021
Q4 | – | Sell |
-26,310
| Closed | -$880K | – | 738 |
|
|
2021
Q3 | $880K | Sell |
26,310
-1,906
| -7% | -$63.8K | 0.01% | 463 |
|
|
2021
Q2 | $1.16M | Buy |
28,216
+3,687
| +15% | +$152K | 0.02% | 402 |
|
|
2021
Q1 | $1.16M | Buy |
24,529
+7,267
| +42% | +$343K | 0.02% | 397 |
|
|
2020
Q4 | $806K | Buy |
+17,262
| New | +$806K | 0.02% | 440 |
|