Engineers Gate Manager’s Upland Software UPLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-23,096
Closed -$57.5K 2592
2024
Q3
$57.5K Sell
23,096
-12,779
-36% -$31.8K ﹤0.01% 1973
2024
Q2
$89.3K Sell
35,875
-6,864
-16% -$17.1K ﹤0.01% 1761
2024
Q1
$132K Sell
42,739
-19,832
-32% -$61.3K ﹤0.01% 1711
2023
Q4
$265K Sell
62,571
-3,604
-5% -$15.2K 0.01% 1518
2023
Q3
$306K Sell
66,175
-16,737
-20% -$77.3K 0.01% 1309
2023
Q2
$298K Sell
82,912
-20,779
-20% -$74.8K 0.01% 1309
2023
Q1
$446K Buy
103,691
+62,844
+154% +$270K 0.02% 1034
2022
Q4
$291K Sell
40,847
-35,368
-46% -$252K 0.02% 1200
2022
Q3
$620K Buy
76,215
+20,698
+37% +$168K 0.04% 667
2022
Q2
$806K Buy
+55,517
New +$806K 0.03% 840
2022
Q1
Sell
-79,098
Closed -$1.42M 2324
2021
Q4
$1.42M Buy
+79,098
New +$1.42M 0.06% 422
2019
Q3
Sell
-65,547
Closed -$2.98M 1629
2019
Q2
$2.98M Buy
65,547
+44,492
+211% +$2.03M 0.16% 188
2019
Q1
$892K Sell
21,055
-2,872
-12% -$122K 0.05% 473
2018
Q4
$650K Sell
23,927
-2,089
-8% -$56.8K 0.05% 468
2018
Q3
$841K Sell
26,016
-6,012
-19% -$194K 0.06% 386
2018
Q2
$1.1M Buy
+32,028
New +$1.1M 0.09% 345