Lindbrook Capital’s Upland Software UPLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-253
Closed -$2K 3040
2022
Q3
$2K Sell
253
-18
-7% -$142 ﹤0.01% 2164
2022
Q2
$4K Buy
271
+101
+59% +$1.49K ﹤0.01% 1703
2022
Q1
$3K Buy
+170
New +$3K ﹤0.01% 1887
2020
Q3
Sell
-2
Closed 1844
2020
Q2
$0 Sell
2
-37
-95% ﹤0.01% 1913
2020
Q1
$1K Buy
+39
New +$1K ﹤0.01% 1583