Cutler Group’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-99
| Closed | – | – | 1812 |
|
|
2023
Q4 | $0 | Buy |
+99
| New | – | ﹤0.01% | 1975 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1996 |
|
|
2022
Q1 | – | Sell |
-4,000
| Closed | -$71K | – | 2591 |
|
|
2021
Q4 | $71K | Sell |
4,000
-2,000
| -33% | -$35.5K | ﹤0.01% | 1068 |
|
|
2021
Q3 | $200K | Buy |
6,000
+2,100
| +54% | +$70K | 0.01% | 695 |
|
|
2021
Q2 | $160K | Buy |
+3,900
| New | +$160K | 0.01% | 810 |
|
|
2021
Q1 | – | Sell |
-415
| Closed | -$19K | – | 2682 |
|
|
2020
Q4 | $19K | Sell |
415
-4,500
| -92% | -$206K | ﹤0.01% | 1300 |
|
|
2020
Q3 | $185K | Sell |
4,915
-1,781
| -27% | -$67K | 0.01% | 498 |
|
|
2020
Q2 | $232K | Buy |
6,696
+5,896
| +737% | +$204K | 0.02% | 409 |
|
|
2020
Q1 | $21K | Sell |
800
-915
| -53% | -$24K | ﹤0.01% | 986 |
|
|
2019
Q4 | $61K | Sell |
1,715
-2,349
| -58% | -$83.6K | ﹤0.01% | 826 |
|
|
2019
Q3 | $141K | Buy |
+4,064
| New | +$141K | 0.01% | 518 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2214 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2209 |
|