Lisanti Capital Growth’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-84,145
| Closed | -$2.93M | – | 146 |
|
|
2020
Q2 | $2.93M | Buy |
+84,145
| New | +$2.93M | 0.6% | 77 |
|
|
2019
Q4 | – | Sell |
-22,215
| Closed | -$774K | – | 138 |
|
|
2019
Q3 | $774K | Sell |
22,215
-42,780
| -66% | -$1.49M | 0.25% | 86 |
|
|
2019
Q2 | $2.96M | Buy |
64,995
+685
| +1% | +$31.2K | 0.96% | 45 |
|
|
2019
Q1 | $2.72M | Buy |
64,310
+29,655
| +86% | +$1.26M | 0.97% | 43 |
|
|
2018
Q4 | $942K | Sell |
34,655
-13,990
| -29% | -$380K | 0.38% | 79 |
|
|
2018
Q3 | $1.57M | Buy |
48,645
+5,650
| +13% | +$183K | 0.55% | 79 |
|
|
2018
Q2 | $1.48M | Buy |
42,995
+1,905
| +5% | +$65.5K | 0.57% | 74 |
|
|
2018
Q1 | $1.18M | Buy |
+41,090
| New | +$1.18M | 0.57% | 75 |
|