Evanson Asset Management’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,887
| Closed | -$389K | – | 244 |
|
|
2019
Q4 | $389K | Hold |
10,887
| – | – | 0.08% | 152 |
|
|
2019
Q3 | $380K | Hold |
10,887
| – | – | 0.08% | 150 |
|
|
2019
Q2 | $496K | Hold |
10,887
| – | – | 0.1% | 121 |
|
|
2019
Q1 | $461K | Hold |
10,887
| – | – | 0.1% | 129 |
|
|
2018
Q4 | $296K | Buy |
10,887
+1,690
| +18% | +$45.9K | 0.07% | 170 |
|
|
2018
Q3 | $297K | Hold |
9,197
| – | – | 0.06% | 183 |
|
|
2018
Q2 | $316K | Hold |
9,197
| – | – | 0.06% | 184 |
|
|
2018
Q1 | $265K | Buy |
+9,197
| New | +$265K | 0.05% | 204 |
|