HighTower Advisors’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-67,904
| Closed | -$2.27M | – | 3155 |
|
|
2021
Q3 | $2.27M | Buy |
67,904
+1,550
| +2% | +$51.9K | 0.01% | 1188 |
|
|
2021
Q2 | $2.73M | Buy |
66,354
+952
| +1% | +$39.2K | 0.01% | 1058 |
|
|
2021
Q1 | $3.09M | Hold |
65,402
| – | – | 0.01% | 919 |
|
|
2020
Q4 | $3M | Hold |
65,402
| – | – | 0.01% | 749 |
|
|
2020
Q3 | $2.47M | Buy |
65,402
+19,914
| +44% | +$751K | 0.01% | 802 |
|
|
2020
Q2 | $1.58M | Buy |
45,488
+15,922
| +54% | +$553K | 0.01% | 902 |
|
|
2020
Q1 | $793K | Buy |
29,566
+14,212
| +93% | +$381K | 0.01% | 1110 |
|
|
2019
Q4 | $547K | Buy |
15,354
+11
| +0.1% | +$392 | ﹤0.01% | 1407 |
|
|
2019
Q3 | $534K | Buy |
15,343
+2,373
| +18% | +$82.6K | ﹤0.01% | 1476 |
|
|
2019
Q2 | $590K | Buy |
12,970
+2,105
| +19% | +$95.8K | ﹤0.01% | 1435 |
|
|
2019
Q1 | $459K | Buy |
10,865
+2,450
| +29% | +$104K | ﹤0.01% | 1498 |
|
|
2018
Q4 | $228K | Buy |
+8,415
| New | +$228K | ﹤0.01% | 1754 |
|
|
2018
Q3 | – | Sell |
-18,964
| Closed | -$646K | – | 2243 |
|
|
2018
Q2 | $646K | Buy |
+18,964
| New | +$646K | 0.01% | 1327 |
|