HighTower Trust’s Upland Software UPLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$185K Hold
2022
Q4
$249K Sell
2022
Q3
$322K Buy
2022
Q2
Sell
2022
Q1
$692K Buy
2021
Q4
Sell
2021
Q3
$2.26M Buy
2021
Q2
$2.73M Buy
2021
Q1
$3.07M Hold
2020
Q4
$2.98M Hold
2020
Q3
$2.45M Buy
2020
Q2
$1.58M Buy
2020
Q1
$793K Buy
2019
Q4
$546K Hold
2019
Q3
$533K Buy
2019
Q2
$589K Buy
2019
Q1
$457K Buy