HighTower Trust’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $185K | Hold |
39,279
| – | – | 0.02% | 214 |
|
|
2022
Q4 | $249K | Sell |
39,279
-321
| -0.8% | -$2.04K | 0.02% | 198 |
|
|
2022
Q3 | $322K | Buy |
+39,600
| New | +$322K | 0.04% | 178 |
|
|
2022
Q2 | – | Sell |
-39,279
| Closed | -$692K | – | 315 |
|
|
2022
Q1 | $692K | Buy |
+39,279
| New | +$692K | 0.07% | 129 |
|
|
2021
Q4 | – | Sell |
-67,576
| Closed | -$2.26M | – | 231 |
|
|
2021
Q3 | $2.26M | Buy |
67,576
+1,348
| +2% | +$45.1K | 0.28% | 62 |
|
|
2021
Q2 | $2.73M | Buy |
66,228
+1,216
| +2% | +$50.1K | 0.33% | 59 |
|
|
2021
Q1 | $3.07M | Hold |
65,012
| – | – | 0.41% | 49 |
|
|
2020
Q4 | $2.98M | Hold |
65,012
| – | – | 0.43% | 50 |
|
|
2020
Q3 | $2.45M | Buy |
65,012
+19,524
| +43% | +$736K | 0.39% | 51 |
|
|
2020
Q2 | $1.58M | Buy |
45,488
+15,922
| +54% | +$553K | 0.24% | 60 |
|
|
2020
Q1 | $793K | Buy |
29,566
+14,286
| +93% | +$383K | 0.14% | 71 |
|
|
2019
Q4 | $546K | Hold |
15,280
| – | – | 0.07% | 95 |
|
|
2019
Q3 | $533K | Buy |
15,280
+2,340
| +18% | +$81.6K | 0.07% | 94 |
|
|
2019
Q2 | $589K | Buy |
12,940
+2,145
| +20% | +$97.6K | 0.07% | 90 |
|
|
2019
Q1 | $457K | Buy |
+10,795
| New | +$457K | 0.06% | 84 |
|