Martingale Asset Management’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-27,773
| Closed | -$930K | – | 896 |
|
|
2021
Q3 | $930K | Buy |
27,773
+18,355
| +195% | +$615K | 0.01% | 524 |
|
|
2021
Q2 | $389K | Buy |
9,418
+1,816
| +24% | +$75K | ﹤0.01% | 667 |
|
|
2021
Q1 | $359K | Buy |
7,602
+802
| +12% | +$37.9K | ﹤0.01% | 704 |
|
|
2020
Q4 | $313K | Sell |
6,800
-9,500
| -58% | -$437K | ﹤0.01% | 733 |
|
|
2020
Q3 | $616K | Sell |
16,300
-16,455
| -50% | -$622K | 0.01% | 757 |
|
|
2020
Q2 | $1.14M | Hold |
32,755
| – | – | 0.01% | 698 |
|
|
2020
Q1 | $880K | Buy |
+32,755
| New | +$880K | 0.01% | 714 |
|
|
2019
Q2 | – | Sell |
-10,100
| Closed | -$429K | – | 1067 |
|
|
2019
Q1 | $429K | Buy |
+10,100
| New | +$429K | ﹤0.01% | 902 |
|
|
2018
Q3 | – | Sell |
-25,909
| Closed | -$891K | – | 1014 |
|
|
2018
Q2 | $891K | Sell |
25,909
-10,500
| -29% | -$361K | 0.01% | 768 |
|
|
2018
Q1 | $1.05M | Buy |
36,409
+3,199
| +10% | +$92.2K | 0.01% | 720 |
|
|
2017
Q4 | $720K | Buy |
33,210
+12,208
| +58% | +$265K | 0.01% | 765 |
|
|
2017
Q3 | $445K | Buy |
+21,002
| New | +$445K | 0.01% | 858 |
|