Caption Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,523
| Closed | -$34.3K | – | 790 |
|
|
2023
Q2 | $34.3K | Hold |
9,523
| – | – | ﹤0.01% | 311 |
|
|
2023
Q1 | $40.9K | Buy |
9,523
+5,000
| +111% | +$21.5K | ﹤0.01% | 303 |
|
|
2022
Q4 | $32.2K | Buy |
+4,523
| New | +$32.2K | ﹤0.01% | 383 |
|
|
2022
Q3 | – | Sell |
-91,227
| Closed | -$1.33M | – | 895 |
|
|
2022
Q2 | $1.33M | Buy |
91,227
+15,700
| +21% | +$228K | 0.02% | 158 |
|
|
2022
Q1 | $1.33M | Sell |
75,527
-938
| -1% | -$16.5K | 0.02% | 203 |
|
|
2021
Q4 | $1.37M | Buy |
+76,465
| New | +$1.37M | 0.02% | 220 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 929 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 823 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 762 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 655 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 584 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 532 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 491 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 448 |
|