First Trust Advisors’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,484
| Closed | -$417K | – | 2599 |
|
|
2021
Q3 | $417K | Sell |
12,484
-24,906
| -67% | -$832K | ﹤0.01% | 2324 |
|
|
2021
Q2 | $1.54M | Sell |
37,390
-19,123
| -34% | -$787K | ﹤0.01% | 1901 |
|
|
2021
Q1 | $2.67M | Buy |
56,513
+4,134
| +8% | +$195K | ﹤0.01% | 1608 |
|
|
2020
Q4 | $2.4M | Buy |
52,379
+13,186
| +34% | +$605K | ﹤0.01% | 1484 |
|
|
2020
Q3 | $1.48M | Buy |
39,193
+6,584
| +20% | +$248K | ﹤0.01% | 1542 |
|
|
2020
Q2 | $1.13M | Buy |
32,609
+9,670
| +42% | +$336K | ﹤0.01% | 1677 |
|
|
2020
Q1 | $615K | Sell |
22,939
-5,400
| -19% | -$145K | ﹤0.01% | 1859 |
|
|
2019
Q4 | $1.01M | Buy |
+28,339
| New | +$1.01M | ﹤0.01% | 1879 |
|