Envestnet Asset Management’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,341
| Closed | -$379K | – | 3949 |
|
|
2021
Q3 | $379K | Sell |
11,341
-942
| -8% | -$31.5K | ﹤0.01% | 3148 |
|
|
2021
Q2 | $506K | Sell |
12,283
-8,833
| -42% | -$364K | ﹤0.01% | 2972 |
|
|
2021
Q1 | $996K | Buy |
21,116
+1,593
| +8% | +$75.1K | ﹤0.01% | 2402 |
|
|
2020
Q4 | $896K | Buy |
19,523
+85
| +0.4% | +$3.9K | ﹤0.01% | 2289 |
|
|
2020
Q3 | $733K | Sell |
19,438
-922
| -5% | -$34.8K | ﹤0.01% | 2223 |
|
|
2020
Q2 | $708K | Buy |
20,360
+1,195
| +6% | +$41.6K | ﹤0.01% | 2180 |
|
|
2020
Q1 | $514K | Sell |
19,165
-1,981
| -9% | -$53.1K | ﹤0.01% | 2219 |
|
|
2019
Q4 | $755K | Sell |
21,146
-1,586
| -7% | -$56.6K | ﹤0.01% | 2199 |
|
|
2019
Q3 | $792K | Buy |
22,732
+1,028
| +5% | +$35.8K | ﹤0.01% | 2103 |
|
|
2019
Q2 | $988K | Sell |
21,704
-2,872
| -12% | -$131K | ﹤0.01% | 1951 |
|
|
2019
Q1 | $1.04M | Buy |
24,576
+3,434
| +16% | +$145K | ﹤0.01% | 1887 |
|
|
2018
Q4 | $575K | Buy |
+21,142
| New | +$575K | ﹤0.01% | 2065 |
|
|
2018
Q3 | – | Sell |
-4,678
| Closed | -$161K | – | 2555 |
|
|
2018
Q2 | $161K | Buy |
+4,678
| New | +$161K | ﹤0.01% | 1769 |
|