CAPTRUST Financial Advisors’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50,453
| Closed | -$213K | – | 2655 |
|
|
2023
Q4 | $213K | Buy |
+50,453
| New | +$213K | ﹤0.01% | 2351 |
|
|
2022
Q3 | – | Sell |
-175
| Closed | -$3K | – | 3956 |
|
|
2022
Q2 | $3K | Sell |
175
-344
| -66% | -$5.9K | ﹤0.01% | 4349 |
|
|
2022
Q1 | $9K | Sell |
519
-959
| -65% | -$16.6K | ﹤0.01% | 3868 |
|
|
2021
Q4 | $27K | Buy |
+1,478
| New | +$27K | ﹤0.01% | 3102 |
|