Globeflex Capital’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
188,616
| – | – | 0.03% | 282 |
|
|
2025
Q1 | $539K | Buy |
+188,616
| New | +$539K | 0.05% | 253 |
|
|
2019
Q4 | – | Sell |
-21,466
| Closed | -$748K | – | 550 |
|
|
2019
Q3 | $748K | Hold |
21,466
| – | – | 0.16% | 211 |
|
|
2019
Q2 | $977K | Buy |
+21,466
| New | +$977K | 0.2% | 163 |
|
|
2017
Q1 | – | Sell |
-122
| Closed | -$1K | – | 541 |
|
|
2016
Q4 | $1K | Buy |
+122
| New | +$1K | ﹤0.01% | 432 |
|