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 |
|