CI Investments Inc’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-428,282
| Closed | -$14.3M | – | 1443 |
|
|
2021
Q3 | $14.3M | Buy |
428,282
+159,319
| +59% | +$5.33M | 0.05% | 260 |
|
|
2021
Q2 | $11.1M | Buy |
268,963
+158,498
| +143% | +$6.53M | 0.04% | 284 |
|
|
2021
Q1 | $5.21M | Sell |
110,465
-4,000
| -3% | -$189K | 0.02% | 306 |
|
|
2020
Q4 | $5.25M | Sell |
114,465
-7,500
| -6% | -$344K | 0.02% | 300 |
|
|
2020
Q3 | $4.6M | Buy |
121,965
+16,065
| +15% | +$606K | 0.02% | 275 |
|
|
2020
Q2 | $3.68M | Buy |
105,900
+12,500
| +13% | +$434K | 0.02% | 287 |
|
|
2020
Q1 | $2.51M | Buy |
+93,400
| New | +$2.51M | 0.02% | 273 |
|