Mackenzie Financial’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $65.6K | Sell |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | $262K | Buy |
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|
2024
Q3 | $33K | Sell |
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|
2024
Q2 | $75.2K | Buy |
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|
2024
Q1 | $53.4K | Buy |
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|
2023
Q4 | $47.6K | Sell |
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|
2023
Q3 | $54.1K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $916K | Hold |
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|
2017
Q4 | $689K | Buy |
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|
2017
Q3 | $580K | Buy |
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