Dynamic Technology Lab’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,344
| Closed | -$31K | – | 1369 |
|
|
2024
Q3 | $31K | Buy |
+12,344
| New | +$31K | ﹤0.01% | 965 |
|
|
2023
Q3 | – | Sell |
-20,176
| Closed | -$72K | – | 1352 |
|
|
2023
Q2 | $72K | Sell |
20,176
-9,594
| -32% | -$34.2K | 0.01% | 918 |
|
|
2023
Q1 | $128K | Buy |
29,770
+4,661
| +19% | +$20K | 0.01% | 954 |
|
|
2022
Q4 | $179K | Sell |
25,109
-19,414
| -44% | -$138K | 0.02% | 933 |
|
|
2022
Q3 | $362K | Buy |
+44,523
| New | +$362K | 0.04% | 738 |
|
|
2022
Q1 | – | Sell |
-46,278
| Closed | -$831K | – | 1543 |
|
|
2021
Q4 | $831K | Buy |
46,278
+31,695
| +217% | +$569K | 0.09% | 377 |
|
|
2021
Q3 | $488K | Buy |
14,583
+6,751
| +86% | +$226K | 0.06% | 537 |
|
|
2021
Q2 | $322K | Buy |
+7,832
| New | +$322K | 0.03% | 762 |
|
|
2021
Q1 | – | Sell |
-7,900
| Closed | -$363K | – | 1501 |
|
|
2020
Q4 | $363K | Buy |
+7,900
| New | +$363K | 0.06% | 578 |
|
|
2020
Q2 | – | Sell |
-10,912
| Closed | -$293K | – | 1362 |
|
|
2020
Q1 | $293K | Buy |
+10,912
| New | +$293K | 0.06% | 598 |
|
|
2019
Q4 | – | Sell |
-14,610
| Closed | -$509K | – | 1319 |
|
|
2019
Q3 | $509K | Buy |
14,610
+8,197
| +128% | +$286K | 0.09% | 414 |
|
|
2019
Q2 | $292K | Buy |
+6,413
| New | +$292K | 0.05% | 661 |
|
|
2019
Q1 | – | Sell |
-10,441
| Closed | -$283K | – | 1355 |
|
|
2018
Q4 | $283K | Sell |
10,441
-7,745
| -43% | -$210K | 0.05% | 663 |
|
|
2018
Q3 | $588K | Buy |
+18,186
| New | +$588K | 0.08% | 437 |
|