Bank of Montreal’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-41,000
| Closed | -$127K | – | 3844 |
|
|
2024
Q1 | $127K | Buy |
+41,000
| New | +$127K | ﹤0.01% | 2910 |
|
|
2021
Q4 | – | Sell |
-37,969
| Closed | -$1.33M | – | 3667 |
|
|
2021
Q3 | $1.33M | Buy |
37,969
+4,410
| +13% | +$155K | ﹤0.01% | 2148 |
|
|
2021
Q2 | $1.41M | Buy |
33,559
+32,720
| +3,900% | +$1.38M | ﹤0.01% | 2155 |
|
|
2021
Q1 | $40K | Sell |
839
-12,727
| -94% | -$607K | ﹤0.01% | 3410 |
|
|
2020
Q4 | $624K | Buy |
13,566
+12,306
| +977% | +$566K | ﹤0.01% | 2189 |
|
|
2020
Q3 | $52K | Sell |
1,260
-622
| -33% | -$25.7K | ﹤0.01% | 3014 |
|
|
2020
Q2 | $67K | Buy |
+1,882
| New | +$67K | ﹤0.01% | 2918 |
|
|
2020
Q1 | – | Sell |
-2,900
| Closed | -$104K | – | 4162 |
|
|
2019
Q4 | $104K | Buy |
2,900
+894
| +45% | +$32.1K | ﹤0.01% | 2967 |
|
|
2019
Q3 | $70K | Buy |
2,006
+126
| +7% | +$4.4K | ﹤0.01% | 2996 |
|
|
2019
Q2 | $86K | Buy |
+1,880
| New | +$86K | ﹤0.01% | 2990 |
|
|
2019
Q1 | – | Sell |
-219
| Closed | -$6K | – | 4217 |
|
|
2018
Q4 | $6K | Buy |
219
+111
| +103% | +$3.04K | ﹤0.01% | 3685 |
|
|
2018
Q3 | $3K | Sell |
108
-4
| -4% | -$111 | ﹤0.01% | 3936 |
|
|
2018
Q2 | $4K | Buy |
+112
| New | +$4K | ﹤0.01% | 3855 |
|
|
2017
Q3 | – | Sell |
-185,500
| Closed | -$4.08M | – | 3950 |
|
|
2017
Q2 | $4.08M | Buy |
185,500
+9,699
| +6% | +$213K | ﹤0.01% | 1179 |
|
|
2017
Q1 | $2.79M | Buy |
175,801
+148,638
| +547% | +$2.36M | ﹤0.01% | 1266 |
|
|
2016
Q4 | $256K | Buy |
+27,163
| New | +$256K | ﹤0.01% | 2144 |
|