Hillsdale Investment Management’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 | $27.8K | Buy |
+14,265
| New | +$27.8K | ﹤0.01% | 495 |
|
|
2024
Q1 | – | Sell |
-536,606
| Closed | -$2.27M | – | 679 |
|
|
2023
Q4 | $2.27M | Sell |
536,606
-700
| -0.1% | -$2.96K | 0.19% | 179 |
|
|
2023
Q3 | $2.48M | Hold |
537,306
| – | – | 0.23% | 160 |
|
|
2023
Q2 | $1.93M | Sell |
537,306
-57,500
| -10% | -$207K | 0.18% | 170 |
|
|
2023
Q1 | $2.56M | Sell |
594,806
-11,900
| -2% | -$51.2K | 0.22% | 143 |
|
|
2022
Q4 | $4.33M | Buy |
606,706
+527,074
| +662% | +$3.76M | 0.37% | 104 |
|
|
2022
Q3 | $647K | Buy |
+79,632
| New | +$647K | 0.06% | 258 |
|
|
2018
Q2 | – | Sell |
-3,400
| Closed | -$98K | – | 550 |
|
|
2018
Q1 | $98K | Buy |
+3,400
| New | +$98K | 0.01% | 284 |
|