Dana Investment Advisors’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 |
-33,658
| Closed | -$1.59M | – | 336 |
|
|
2021
Q1 | $1.59M | Sell |
33,658
-3,706
| -10% | -$175K | 0.07% | 172 |
|
|
2020
Q4 | $1.72M | Buy |
37,364
+86
| +0.2% | +$3.95K | 0.09% | 155 |
|
|
2020
Q3 | $1.41M | Sell |
37,278
-14,928
| -29% | -$563K | 0.08% | 153 |
|
|
2020
Q2 | $1.82M | Buy |
52,206
+11,202
| +27% | +$389K | 0.1% | 123 |
|
|
2020
Q1 | $1.1M | Sell |
41,004
-476
| -1% | -$12.8K | 0.07% | 168 |
|
|
2019
Q4 | $1.48M | Sell |
41,480
-179
| -0.4% | -$6.39K | 0.07% | 173 |
|
|
2019
Q3 | $1.45M | Sell |
41,659
-1,254
| -3% | -$43.7K | 0.07% | 169 |
|
|
2019
Q2 | $1.95M | Sell |
42,913
-17,924
| -29% | -$816K | 0.1% | 153 |
|
|
2019
Q1 | $2.58M | Sell |
60,837
-4,004
| -6% | -$170K | 0.12% | 115 |
|
|
2018
Q4 | $1.76M | Sell |
64,841
-3,782
| -6% | -$103K | 0.09% | 164 |
|
|
2018
Q3 | $2.22M | Sell |
68,623
-1,310
| -2% | -$42.3K | 0.09% | 171 |
|
|
2018
Q2 | $2.4M | Buy |
+69,933
| New | +$2.4M | 0.11% | 151 |
|