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Burkett Financial Services’s Upland Software UPLD Stock Holding History

Burkett Financial Services’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-150
Closed -$374 – 226
2024
Q3 		$374 Buy
150
+100
+200% +$249 ﹤0.01% 204
2024
Q2 		$125 Hold
50
– – ﹤0.01% 190
2024
Q1 		$155 Sell
50
-50
-50% -$155 ﹤0.01% 191
2023
Q4 		$423 Buy
+100
New +$423 ﹤0.01% 186