Financial Gravity Asset Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Hold |
0
| – | -$6 | – | 872 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | -$36K | – | 1056 |
|
|
2019
Q4 | $36K | Buy |
8
+1
| +14% | +$4.5K | 0.02% | 794 |
|
|
2019
Q3 | $0 | Buy |
7
+1
| +17% | – | ﹤0.01% | 1607 |
|
|
2019
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1691 |
|
|
2019
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1568 |
|
|
2018
Q3 | $2K | Buy |
60
+10
| +20% | +$333 | ﹤0.01% | 1010 |
|
|
2018
Q2 | $2K | Sell |
50
-17
| -25% | -$680 | ﹤0.01% | 1034 |
|
|
2018
Q1 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 1009 |
|