Mackenzie Financial’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6K | Sell |
33,666
-37,857
| -53% | -$73.8K | ﹤0.01% | 1641 |
|
|
2025
Q1 | $205K | Buy |
71,523
+11,173
| +19% | +$32K | ﹤0.01% | 1517 |
|
|
2024
Q4 | $262K | Buy |
60,350
+47,109
| +356% | +$204K | ﹤0.01% | 1440 |
|
|
2024
Q3 | $33K | Sell |
13,241
-16,950
| -56% | -$42.2K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $75.2K | Buy |
30,191
+12,898
| +75% | +$32.1K | ﹤0.01% | 1459 |
|
|
2024
Q1 | $53.4K | Buy |
17,293
+6,032
| +54% | +$18.6K | ﹤0.01% | 1476 |
|
|
2023
Q4 | $47.6K | Sell |
11,261
-815
| -7% | -$3.45K | ﹤0.01% | 1448 |
|
|
2023
Q3 | $54.1K | Buy |
+12,076
| New | +$54.1K | ﹤0.01% | 1403 |
|
|
2018
Q2 | – | Sell |
-31,815
| Closed | -$916K | – | 1056 |
|
|
2018
Q1 | $916K | Hold |
31,815
| – | – | ﹤0.01% | 649 |
|
|
2017
Q4 | $689K | Buy |
31,815
+4,420
| +16% | +$95.7K | ﹤0.01% | 644 |
|
|
2017
Q3 | $580K | Buy |
+27,395
| New | +$580K | ﹤0.01% | 504 |
|