Jacobi Capital Management’s Upland Software UPLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-40
Closed -$2K 1463
2020
Q4
$2K Hold
40
﹤0.01% 1182
2020
Q3
$2K Hold
40
﹤0.01% 1127
2020
Q2
$1K Hold
40
﹤0.01% 1192
2020
Q1
$1K Buy
+40
New +$1K ﹤0.01% 1097