Credit Suisse’s Upland Software UPLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-25
Closed -$178 3700
2022
Q4
$178 Sell
25
-17,131
-100% -$122K ﹤0.01% 3587
2022
Q3
$141K Sell
17,156
-459
-3% -$3.77K ﹤0.01% 3331
2022
Q2
$256K Sell
17,615
-1,047
-6% -$15.2K ﹤0.01% 3216
2022
Q1
$328K Buy
18,662
+1,402
+8% +$24.6K ﹤0.01% 3168
2021
Q4
$310K Sell
17,260
-2,012
-10% -$36.1K ﹤0.01% 3287
2021
Q3
$645K Buy
19,272
+1,099
+6% +$36.8K ﹤0.01% 2853
2021
Q2
$748K Sell
18,173
-3,803
-17% -$157K ﹤0.01% 2801
2021
Q1
$1.04M Sell
21,976
-8,622
-28% -$407K ﹤0.01% 2555
2020
Q4
$1.4M Buy
30,598
+9,260
+43% +$425K ﹤0.01% 2353
2020
Q3
$805K Buy
21,338
+2,968
+16% +$112K ﹤0.01% 2411
2020
Q2
$639K Buy
18,370
+1,256
+7% +$43.7K ﹤0.01% 2563
2020
Q1
$459K Sell
17,114
-8,830
-34% -$237K ﹤0.01% 2579
2019
Q4
$927K Buy
25,944
+5,195
+25% +$186K ﹤0.01% 2568
2019
Q3
$723K Buy
20,749
+5,160
+33% +$180K ﹤0.01% 2593
2019
Q2
$709K Buy
15,589
+743
+5% +$33.8K ﹤0.01% 2570
2019
Q1
$628K Sell
14,846
-193
-1% -$8.16K ﹤0.01% 2656
2018
Q4
$409K Buy
15,039
+825
+6% +$22.4K ﹤0.01% 2845
2018
Q3
$459K Sell
14,214
-734
-5% -$23.7K ﹤0.01% 2887
2018
Q2
$514K Buy
+14,948
New +$514K ﹤0.01% 2956