Lannebo Fonder’s Upland Software UPLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-145,865
Closed -$627K 33
2023
Q1
$627K Hold
145,865
0.1% 33
2022
Q4
$1.04M Hold
145,865
0.2% 32
2022
Q3
$1.19M Hold
145,865
0.24% 32
2022
Q2
$2.12M Hold
145,865
0.39% 32
2022
Q1
$2.57M Buy
145,865
+8,865
+6% +$156K 0.36% 33
2021
Q4
$2.46M Buy
137,000
+10,000
+8% +$179K 0.3% 33
2021
Q3
$4.25M Buy
127,000
+27,000
+27% +$903K 0.53% 27
2021
Q2
$4.12M Sell
100,000
-8,000
-7% -$329K 0.51% 28
2021
Q1
$5.1M Buy
108,000
+12,000
+13% +$566K 0.68% 28
2020
Q4
$4.41M Buy
96,000
+8,000
+9% +$367K 0.59% 27
2020
Q3
$3.32M Buy
88,000
+21,500
+32% +$811K 0.47% 29
2020
Q2
$2.31M Buy
66,500
+33,800
+103% +$1.18M 0.39% 28
2020
Q1
$877K Buy
32,700
+16,700
+104% +$448K 0.25% 27
2019
Q4
$571K Buy
+16,000
New +$571K 0.15% 27