EverSource Wealth Advisors’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-259
| Closed | -$1.2K | – | 2753 |
|
|
2023
Q3 | $1.2K | Buy |
+259
| New | +$1.2K | ﹤0.01% | 2149 |
|
|
2023
Q1 | – | Sell |
-1,491
| Closed | -$10.6K | – | 2543 |
|
|
2022
Q4 | $10.6K | Buy |
1,491
+854
| +134% | +$6.09K | ﹤0.01% | 1309 |
|
|
2022
Q3 | $5K | Buy |
+637
| New | +$5K | ﹤0.01% | 1401 |
|
|
2022
Q2 | – | Sell |
-173
| Closed | -$3K | – | 1897 |
|
|
2022
Q1 | $3K | Sell |
173
-84
| -33% | -$1.46K | ﹤0.01% | 1462 |
|
|
2021
Q4 | $5K | Buy |
+257
| New | +$5K | ﹤0.01% | 1282 |
|