General Equity Holdings’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-172,626
| Closed | -$7.11M | – | 14 |
|
|
2021
Q2 | $7.11M | Sell |
172,626
-210,000
| -55% | -$8.65M | 4.1% | 12 |
|
|
2021
Q1 | $18.1M | Sell |
382,626
-358,373
| -48% | -$16.9M | 10.73% | 4 |
|
|
2020
Q4 | $34M | Sell |
740,999
-241,009
| -25% | -$11.1M | 17.71% | 1 |
|
|
2020
Q3 | $37M | Buy |
982,008
+78,859
| +9% | +$2.97M | 20.3% | 1 |
|
|
2020
Q2 | $31.4M | Buy |
903,149
+184,156
| +26% | +$6.4M | 20.07% | 1 |
|
|
2020
Q1 | $19.3M | Buy |
718,993
+173,452
| +32% | +$4.65M | 12.58% | 2 |
|
|
2019
Q4 | $19.5M | Sell |
545,541
-40,885
| -7% | -$1.46M | 13.06% | 2 |
|
|
2019
Q3 | $20.4M | Buy |
586,426
+345,838
| +144% | +$12.1M | 16.31% | 1 |
|
|
2019
Q2 | $11M | Buy |
240,588
+129,888
| +117% | +$5.91M | 13.69% | 4 |
|
|
2019
Q1 | $4.69M | Buy |
+110,700
| New | +$4.69M | 3.74% | 11 |
|