JWS
Juncture Wealth Strategies’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-20,239
| Closed | -$943K | – | 122 |
|
|
2021
Q1 | $943K | Buy |
20,239
+6,272
| +45% | +$292K | 0.59% | 39 |
|
|
2020
Q4 | $641K | Sell |
13,967
-1,063
| -7% | -$48.8K | 0.41% | 54 |
|
|
2020
Q3 | $567K | Buy |
15,030
+3,862
| +35% | +$146K | 0.39% | 57 |
|
|
2020
Q2 | $388K | Sell |
11,168
-2,030
| -15% | -$70.5K | 0.29% | 75 |
|
|
2020
Q1 | $354K | Buy |
13,198
+1,720
| +15% | +$46.1K | 0.33% | 69 |
|
|
2019
Q4 | $410K | Buy |
11,478
+1,979
| +21% | +$70.7K | 0.32% | 77 |
|
|
2019
Q3 | $331K | Buy |
+9,499
| New | +$331K | 0.29% | 80 |
|