KIA
Kopp Investment Advisors’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.46M | Sell |
70,535
-40,078
| -36% | -$1.4M | 4.52% | 7 |
|
|
2019
Q2 | $5.04M | Sell |
110,613
-27,445
| -20% | -$1.25M | 5.74% | 5 |
|
|
2019
Q1 | $5.85M | Buy |
138,058
+71,173
| +106% | +$3.01M | 4.73% | 4 |
|
|
2018
Q4 | $1.82M | Buy |
+66,885
| New | +$1.82M | 1.77% | 22 |
|