LPL Financial’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-40,244
| Closed | -$1.35M | – | 4428 |
|
|
2021
Q3 | $1.35M | Buy |
40,244
+8,234
| +26% | +$275K | ﹤0.01% | 2361 |
|
|
2021
Q2 | $1.32M | Sell |
32,010
-847
| -3% | -$34.9K | ﹤0.01% | 2329 |
|
|
2021
Q1 | $1.55M | Sell |
32,857
-621
| -2% | -$29.3K | ﹤0.01% | 2030 |
|
|
2020
Q4 | $1.54M | Buy |
33,478
+5,210
| +18% | +$239K | ﹤0.01% | 1858 |
|
|
2020
Q3 | $1.07M | Buy |
28,268
+984
| +4% | +$37.1K | ﹤0.01% | 1897 |
|
|
2020
Q2 | $948K | Buy |
27,284
+17,387
| +176% | +$604K | ﹤0.01% | 1849 |
|
|
2020
Q1 | $265K | Buy |
9,897
+914
| +10% | +$24.5K | ﹤0.01% | 2589 |
|
|
2019
Q4 | $321K | Buy |
8,983
+82
| +0.9% | +$2.93K | ﹤0.01% | 2703 |
|
|
2019
Q3 | $310K | Buy |
8,901
+431
| +5% | +$15K | ﹤0.01% | 2644 |
|
|
2019
Q2 | $386K | Hold |
8,470
| – | – | ﹤0.01% | 2482 |
|
|
2019
Q1 | $359K | Buy |
8,470
+1,102
| +15% | +$46.7K | ﹤0.01% | 2476 |
|
|
2018
Q4 | $200K | Buy |
+7,368
| New | +$200K | ﹤0.01% | 2795 |
|