Baird Financial Group’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 |
-14,656
| Closed | -$258K | – | 1867 |
|
|
2022
Q1 | $258K | Buy |
14,656
+1,459
| +11% | +$25.7K | ﹤0.01% | 1680 |
|
|
2021
Q4 | $237K | Sell |
13,197
-290
| -2% | -$5.21K | ﹤0.01% | 1766 |
|
|
2021
Q3 | $451K | Sell |
13,487
-18,387
| -58% | -$615K | ﹤0.01% | 1510 |
|
|
2021
Q2 | $1.31M | Buy |
31,874
+9,730
| +44% | +$401K | ﹤0.01% | 1070 |
|
|
2021
Q1 | $1.05M | Buy |
22,144
+5,525
| +33% | +$261K | ﹤0.01% | 1113 |
|
|
2020
Q4 | $763K | Buy |
16,619
+2,564
| +18% | +$118K | ﹤0.01% | 1105 |
|
|
2020
Q3 | $530K | Buy |
14,055
+2,077
| +17% | +$78.3K | ﹤0.01% | 1134 |
|
|
2020
Q2 | $416K | Buy |
11,978
+1,210
| +11% | +$42K | ﹤0.01% | 1191 |
|
|
2020
Q1 | $289K | Buy |
10,768
+3,570
| +50% | +$95.8K | ﹤0.01% | 1219 |
|
|
2019
Q4 | $257K | Buy |
7,198
+1,097
| +18% | +$39.2K | ﹤0.01% | 1379 |
|
|
2019
Q3 | $213K | Buy |
6,101
+650
| +12% | +$22.7K | ﹤0.01% | 1427 |
|
|
2019
Q2 | $248K | Buy |
+5,451
| New | +$248K | ﹤0.01% | 1392 |
|