Formula Growth’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,900
| Closed | -$199K | – | 150 |
|
|
2022
Q4 | $199K | Hold |
27,900
| – | – | 0.06% | 127 |
|
|
2022
Q3 | $227K | Hold |
27,900
| – | – | 0.06% | 124 |
|
|
2022
Q2 | $405K | Hold |
27,900
| – | – | 0.11% | 122 |
|
|
2022
Q1 | $491K | Hold |
27,900
| – | – | 0.09% | 134 |
|
|
2021
Q4 | $501K | Sell |
27,900
-13,000
| -32% | -$233K | 0.09% | 131 |
|
|
2021
Q3 | $1.37M | Hold |
40,900
| – | – | 0.2% | 118 |
|
|
2021
Q2 | $1.68M | Hold |
40,900
| – | – | 0.23% | 111 |
|
|
2021
Q1 | $1.93M | Hold |
40,900
| – | – | 0.28% | 106 |
|
|
2020
Q4 | $1.88M | Sell |
40,900
-19,000
| -32% | -$872K | 0.31% | 84 |
|
|
2020
Q3 | $2.26M | Hold |
59,900
| – | – | 0.42% | 66 |
|
|
2020
Q2 | $2.08M | Hold |
59,900
| – | – | 0.35% | 76 |
|
|
2020
Q1 | $1.61M | Hold |
59,900
| – | – | 0.31% | 74 |
|
|
2019
Q4 | $2.14M | Hold |
59,900
| – | – | 0.27% | 79 |
|
|
2019
Q3 | $2.09M | Hold |
59,900
| – | – | 0.31% | 76 |
|
|
2019
Q2 | $2.73M | Sell |
59,900
-3,800
| -6% | -$173K | 0.39% | 65 |
|
|
2019
Q1 | $2.7M | Sell |
63,700
-9,500
| -13% | -$402K | 0.38% | 62 |
|
|
2018
Q4 | $1.99M | Sell |
73,200
-10,000
| -12% | -$272K | 0.33% | 63 |
|
|
2018
Q3 | $2.69M | Hold |
83,200
| – | – | 0.31% | 68 |
|
|
2018
Q2 | $2.86M | Sell |
83,200
-6,300
| -7% | -$217K | 0.31% | 69 |
|
|
2018
Q1 | $2.58M | Hold |
89,500
| – | – | 0.31% | 74 |
|
|
2017
Q4 | $1.94M | Buy |
89,500
+20,000
| +29% | +$433K | 0.25% | 79 |
|
|
2017
Q3 | $1.47M | Sell |
69,500
-7,500
| -10% | -$159K | 0.23% | 102 |
|
|
2017
Q2 | $1.69M | Buy |
+77,000
| New | +$1.69M | 0.29% | 93 |
|