GPS Wealth Strategies Group’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-250
| Closed | -$623 | – | 1445 |
|
|
2024
Q2 | $623 | Buy |
250
+211
| +541% | +$526 | ﹤0.01% | 1292 |
|
|
2024
Q1 | $121 | Hold |
39
| – | – | ﹤0.01% | 1228 |
|
|
2023
Q4 | $165 | Hold |
39
| – | – | ﹤0.01% | 1219 |
|
|
2023
Q3 | $180 | Hold |
39
| – | – | ﹤0.01% | 1245 |
|
|
2023
Q2 | $140 | Hold |
39
| – | – | ﹤0.01% | 1220 |
|
|
2023
Q1 | $168 | Buy |
+39
| New | +$168 | ﹤0.01% | 1225 |
|
|
2022
Q4 | – | Sell |
-39
| Closed | – | – | 1020 |
|
|
2022
Q3 | $0 | Hold |
39
| – | – | ﹤0.01% | 1175 |
|
|
2022
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 1086 |
|
|
2022
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1013 |
|