Mesirow Financial Investment Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,812
| Closed | -$416K | – | 129 |
|
|
2021
Q1 | $416K | Sell |
8,812
-282
| -3% | -$13.3K | 1.13% | 52 |
|
|
2020
Q4 | $417K | Buy |
9,094
+37
| +0.4% | +$1.7K | 1.32% | 32 |
|
|
2020
Q3 | $341K | Buy |
9,057
+663
| +8% | +$25K | 1.46% | 27 |
|
|
2020
Q2 | $292K | Sell |
8,394
-210
| -2% | -$7.31K | 1.37% | 41 |
|
|
2020
Q1 | $231K | Buy |
+8,604
| New | +$231K | 1.46% | 47 |
|