Carson Wealth (CWM LLC)’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20
| Closed | – | – | 4764 |
|
|
2023
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 4524 |
|
|
2023
Q2 | – | Sell |
-328
| Closed | -$1K | – | 4458 |
|
|
2023
Q1 | $1K | Buy |
328
+134
| +69% | +$409 | ﹤0.01% | 3936 |
|
|
2022
Q4 | $1K | Sell |
194
-1,439
| -88% | -$7.42K | ﹤0.01% | 3852 |
|
|
2022
Q3 | $13K | Buy |
+1,633
| New | +$13K | ﹤0.01% | 2528 |
|