IB
Intrust Bank’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,464
| Closed | -$210K | – | 391 |
|
|
2021
Q1 | $210K | Buy |
4,464
+27
| +0.6% | +$1.27K | 0.03% | 365 |
|
|
2020
Q4 | $204K | Buy |
+4,437
| New | +$204K | 0.03% | 348 |
|
|
2020
Q1 | – | Sell |
-9,812
| Closed | -$351K | – | 360 |
|
|
2019
Q4 | $351K | Sell |
9,812
-1,243
| -11% | -$44.5K | 0.08% | 245 |
|
|
2019
Q3 | $386K | Sell |
11,055
-759
| -6% | -$26.5K | 0.1% | 223 |
|
|
2019
Q2 | $538K | Sell |
11,814
-7,046
| -37% | -$321K | 0.13% | 183 |
|
|
2019
Q1 | $799K | Sell |
18,860
-769
| -4% | -$32.6K | 0.2% | 129 |
|
|
2018
Q4 | $534K | Buy |
+19,629
| New | +$534K | 0.16% | 164 |
|