Cooper Investors’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-585,020
| Closed | -$10.3M | – | 46 |
|
|
2022
Q1 | $10.3M | Buy |
585,020
+43,429
| +8% | +$765K | 0.72% | 26 |
|
|
2021
Q4 | $9.72M | Buy |
541,591
+30,556
| +6% | +$548K | 0.61% | 27 |
|
|
2021
Q3 | $17.1M | Buy |
511,035
+57,588
| +13% | +$1.93M | 1.13% | 31 |
|
|
2021
Q2 | $18.7M | Buy |
453,447
+168,060
| +59% | +$6.92M | 1.22% | 32 |
|
|
2021
Q1 | $13.5M | Buy |
285,387
+196,605
| +221% | +$9.28M | 1% | 31 |
|
|
2020
Q4 | $4.07M | Hold |
88,782
| – | – | 0.33% | 32 |
|
|
2020
Q3 | $3.35M | Buy |
88,782
+19,105
| +27% | +$720K | 0.31% | 31 |
|
|
2020
Q2 | $2.42M | Sell |
69,677
-4,213
| -6% | -$146K | 0.25% | 34 |
|
|
2020
Q1 | $1.98M | Buy |
73,890
+23,242
| +46% | +$623K | 0.25% | 33 |
|
|
2019
Q4 | $1.81M | Buy |
50,648
+49,624
| +4,846% | +$1.77M | 0.19% | 37 |
|
|
2019
Q3 | $35.7K | Buy |
+1,024
| New | +$35.7K | ﹤0.01% | 39 |
|