IFP Advisors’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-104
| Closed | -$374 | – | 3562 |
|
|
2023
Q2 | $374 | Buy |
+104
| New | +$374 | ﹤0.01% | 3240 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4562 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4357 |
|
|
2021
Q1 | – | Sell |
-69
| Closed | -$3K | – | 4232 |
|
|
2020
Q4 | $3K | Hold |
69
| – | – | ﹤0.01% | 2512 |
|
|
2020
Q3 | $3K | Sell |
69
-25
| -27% | -$1.09K | ﹤0.01% | 2376 |
|
|
2020
Q2 | $3K | Buy |
94
+10
| +12% | +$319 | ﹤0.01% | 2276 |
|
|
2020
Q1 | $3K | Buy |
84
+4
| +5% | +$143 | ﹤0.01% | 2245 |
|
|
2019
Q4 | $3K | Sell |
80
-6
| -7% | -$225 | ﹤0.01% | 2400 |
|
|
2019
Q3 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 2577 |
|
|
2019
Q1 | – | Sell |
-131
| Closed | -$3K | – | 3369 |
|
|
2018
Q4 | $3K | Sell |
131
-23
| -15% | -$527 | ﹤0.01% | 3027 |
|
|
2018
Q3 | $5K | Sell |
154
-8
| -5% | -$260 | ﹤0.01% | 3195 |
|
|
2018
Q2 | $6K | Buy |
+162
| New | +$6K | ﹤0.01% | 3145 |
|