Mesirow Financial Investment Management - Fixed Income’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-115,973
| Closed | -$5.32M | – | 145 |
|
|
2020
Q4 | $5.32M | Sell |
115,973
-19,495
| -14% | -$895K | 0.71% | 79 |
|
|
2020
Q3 | $5.11M | Buy |
135,468
+4,915
| +4% | +$185K | 0.87% | 58 |
|
|
2020
Q2 | $4.54M | Sell |
130,553
-6,970
| -5% | -$242K | 0.83% | 63 |
|
|
2020
Q1 | $3.69M | Sell |
137,523
-39,597
| -22% | -$1.06M | 0.88% | 58 |
|
|
2019
Q4 | $6.33M | Buy |
177,120
+16,240
| +10% | +$580K | 0.98% | 61 |
|
|
2019
Q3 | $5.61M | Buy |
160,880
+7,275
| +5% | +$254K | 0.93% | 65 |
|
|
2019
Q2 | $6.99M | Sell |
153,605
-12,060
| -7% | -$549K | 1.08% | 47 |
|
|
2019
Q1 | $7.02M | Sell |
165,665
-128,190
| -44% | -$5.43M | 1.08% | 44 |
|
|
2018
Q4 | $7.99M | Sell |
293,855
-59,160
| -17% | -$1.61M | 1.07% | 56 |
|
|
2018
Q3 | $11.4M | Buy |
+353,015
| New | +$11.4M | 1.03% | 56 |
|