Creative Planning’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,868
| Closed | -$371K | – | 2325 |
|
|
2021
Q1 | $371K | Buy |
7,868
+30
| +0.4% | +$1.42K | ﹤0.01% | 1617 |
|
|
2020
Q4 | $360K | Sell |
7,838
-1,100
| -12% | -$50.5K | ﹤0.01% | 1483 |
|
|
2020
Q3 | $337K | Sell |
8,938
-3,759
| -30% | -$142K | ﹤0.01% | 1327 |
|
|
2020
Q2 | $441K | Buy |
12,697
+1,197
| +10% | +$41.6K | ﹤0.01% | 1084 |
|
|
2020
Q1 | $308K | Buy |
11,500
+1,000
| +10% | +$26.8K | ﹤0.01% | 1160 |
|
|
2019
Q4 | $375K | Sell |
10,500
-3,000
| -22% | -$107K | ﹤0.01% | 1258 |
|
|
2019
Q3 | $471K | Buy |
13,500
+1,400
| +12% | +$48.8K | ﹤0.01% | 1094 |
|
|
2019
Q2 | $551K | Buy |
12,100
+1,100
| +10% | +$50.1K | ﹤0.01% | 1019 |
|
|
2019
Q1 | $466K | Hold |
11,000
| – | – | ﹤0.01% | 1064 |
|
|
2018
Q4 | $299K | Hold |
11,000
| – | – | ﹤0.01% | 1224 |
|
|
2018
Q3 | $355K | Hold |
11,000
| – | – | ﹤0.01% | 1282 |
|
|
2018
Q2 | $378K | Buy |
11,000
+2,000
| +22% | +$68.7K | ﹤0.01% | 1227 |
|
|
2018
Q1 | $259K | Buy |
+9,000
| New | +$259K | ﹤0.01% | 1425 |
|
|
2016
Q1 | – | Sell |
-25,960
| Closed | -$183K | – | 4386 |
|
|
2015
Q4 | $183K | Buy |
+25,960
| New | +$183K | ﹤0.01% | 1246 |
|