Geneos Wealth 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	–	Sell	-500	Closed	-$12K	–	2627
2020 Q1	$12K	Sell	500 -500	-50%	-$12K	﹤0.01%	1746
2019 Q4	$36K	Hold	1,000	–	–	﹤0.01%	1429
2019 Q3	$33K	Hold	1,000	–	–	﹤0.01%	1380
2019 Q2	$45K	Buy	+1,000	New	+$45K	﹤0.01%	1245