Bluefin Capital Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-28,204
| Closed | -$229K | – | 389 |
|
|
2022
Q3 | $229K | Sell |
28,204
-50,462
| -64% | -$410K | 0.02% | 182 |
|
|
2022
Q2 | $1.13M | Buy |
78,666
+9,873
| +14% | +$142K | 0.13% | 89 |
|
|
2022
Q1 | $1.21M | Buy |
68,793
+28,285
| +70% | +$498K | 0.11% | 78 |
|
|
2021
Q4 | $727K | Buy |
+40,508
| New | +$727K | 0.05% | 226 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 536 |
|
|
2021
Q2 | – | Sell |
-29,217
| Closed | -$1.38M | – | 539 |
|
|
2021
Q1 | $1.38M | Sell |
29,217
-21,643
| -43% | -$1.02M | 0.06% | 128 |
|
|
2020
Q4 | $2.33M | Buy |
+50,860
| New | +$2.33M | 0.14% | 78 |
|
|
2020
Q2 | – | Sell |
-9,579
| Closed | -$257K | – | 275 |
|
|
2020
Q1 | $257K | Buy |
+9,579
| New | +$257K | 0.03% | 138 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 338 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 300 |
|
|
2019
Q1 | – | Sell |
-31,585
| Closed | -$858K | – | 297 |
|
|
2018
Q4 | $858K | Buy |
31,585
+5,343
| +20% | +$145K | 0.09% | 90 |
|
|
2018
Q3 | $848K | Buy |
+26,242
| New | +$848K | 0.08% | 146 |
|