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Castle Rock Wealth Management’s Upland Software UPLD Stock Holding History

Castle Rock Wealth Management’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,188
Closed -$222K – 186
2019
Q4 		$222K Buy
+5,188
New +$222K 0.2% 152