Lyon Street Capital’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 | $615K | Buy |
+16,306
| New | +$615K | 1.83% | 22 |
|
|
2020
Q1 | – | Sell |
-31,000
| Closed | -$1.11M | – | 82 |
|
|
2019
Q4 | $1.11M | Sell |
31,000
-9,000
| -23% | -$321K | 1.88% | 27 |
|
|
2019
Q3 | $1.39M | Buy |
40,000
+12,157
| +44% | +$424K | 2.57% | 7 |
|
|
2019
Q2 | $1.27M | Buy |
27,843
+4,750
| +21% | +$216K | 2.16% | 19 |
|
|
2019
Q1 | $978K | Sell |
23,093
-191,394
| -89% | -$8.11M | 3.01% | 7 |
|
|
2018
Q4 | $5.83M | Buy |
214,487
+68,903
| +47% | +$1.87M | 5.86% | 3 |
|
|
2018
Q3 | $4.7M | Sell |
145,584
-81,689
| -36% | -$2.64M | 2.93% | 10 |
|
|
2018
Q2 | $7.81M | Sell |
227,273
-120,157
| -35% | -$4.13M | 2.78% | 9 |
|
|
2018
Q1 | $10M | Sell |
347,430
-89,947
| -21% | -$2.59M | 3.22% | 10 |
|
|
2017
Q4 | $9.47M | Buy |
437,377
+48,466
| +12% | +$1.05M | 3.16% | 9 |
|
|
2017
Q3 | $8.23M | Buy |
388,911
+55,965
| +17% | +$1.18M | 3.17% | 6 |
|
|
2017
Q2 | $7.32M | Buy |
+332,946
| New | +$7.32M | 2.95% | 11 |
|