Mark Sheptoff Financial Planning’s Upland Software UPLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,975	Closed	-$285K	–	381
2019 Q4	$285K	Sell	7,975 -2,200	-22%	-$78.6K	0.18%	78
2019 Q3	$355K	Buy	10,175 +50	+0.5%	+$1.74K	0.24%	64
2019 Q2	$461K	Buy	+10,125	New	+$461K	0.31%	61