Farmers & Merchants Investments Inc’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-190
| Closed | -$9K | – | 974 |
|
|
2021
Q1 | $9K | Hold |
190
| – | – | ﹤0.01% | 662 |
|
|
2020
Q4 | $9K | Hold |
190
| – | – | ﹤0.01% | 645 |
|
|
2020
Q3 | $7K | Sell |
190
-59
| -24% | -$2.17K | ﹤0.01% | 664 |
|
|
2020
Q2 | $9K | Buy |
249
+37
| +17% | +$1.34K | ﹤0.01% | 578 |
|
|
2020
Q1 | $6K | Buy |
212
+51
| +32% | +$1.44K | ﹤0.01% | 631 |
|
|
2019
Q4 | $6K | Hold |
161
| – | – | ﹤0.01% | 725 |
|
|
2019
Q3 | $6K | Hold |
161
| – | – | ﹤0.01% | 705 |
|
|
2019
Q2 | $7K | Sell |
161
-39
| -20% | -$1.7K | ﹤0.01% | 672 |
|
|
2019
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 616 |
|
|
2018
Q4 | $5K | Sell |
200
-42
| -17% | -$1.05K | ﹤0.01% | 666 |
|
|
2018
Q3 | $8K | Hold |
242
| – | – | ﹤0.01% | 604 |
|
|
2018
Q2 | $8K | Buy |
+242
| New | +$8K | ﹤0.01% | 600 |
|