M&T Bank’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-72,206
| Closed | -$515K | – | 1636 |
|
|
2022
Q4 | $515K | Buy |
72,206
+24,076
| +50% | +$172K | ﹤0.01% | 1091 |
|
|
2022
Q3 | $392K | Buy |
48,130
+13,958
| +41% | +$114K | ﹤0.01% | 1185 |
|
|
2022
Q2 | $496K | Buy |
34,172
+18,544
| +119% | +$269K | ﹤0.01% | 1011 |
|
|
2022
Q1 | $275K | Buy |
15,628
+1,298
| +9% | +$22.8K | ﹤0.01% | 1235 |
|
|
2021
Q4 | $257K | Buy |
14,330
+6,701
| +88% | +$120K | ﹤0.01% | 1320 |
|
|
2021
Q3 | $255K | Buy |
7,629
+1,813
| +31% | +$60.6K | ﹤0.01% | 1319 |
|
|
2021
Q2 | $239K | Hold |
5,816
| – | – | ﹤0.01% | 1376 |
|
|
2021
Q1 | $274K | Buy |
5,816
+1,411
| +32% | +$66.5K | ﹤0.01% | 1271 |
|
|
2020
Q4 | $202K | Buy |
+4,405
| New | +$202K | ﹤0.01% | 1514 |
|