Migdal Insurance & Financial Holdings’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-250
| Closed | -$1K | – | 530 |
|
|
2023
Q1 | $1K | Buy |
250
+84
| +51% | +$336 | ﹤0.01% | 508 |
|
|
2022
Q4 | $1K | Hold |
166
| – | – | ﹤0.01% | 515 |
|
|
2022
Q3 | $1K | Hold |
166
| – | – | ﹤0.01% | 513 |
|
|
2022
Q2 | $2K | Sell |
166
-82
| -33% | -$988 | ﹤0.01% | 597 |
|
|
2022
Q1 | $4K | Buy |
248
+88
| +55% | +$1.42K | ﹤0.01% | 583 |
|
|
2021
Q4 | $3K | Sell |
160
-6
| -4% | -$113 | ﹤0.01% | 663 |
|
|
2021
Q3 | $6K | Hold |
166
| – | – | ﹤0.01% | 631 |
|
|
2021
Q2 | $7K | Sell |
166
-55
| -25% | -$2.32K | ﹤0.01% | 553 |
|
|
2021
Q1 | $10K | Sell |
221
-50
| -18% | -$2.26K | ﹤0.01% | 634 |
|
|
2020
Q4 | $12K | Sell |
271
-8,876
| -97% | -$393K | ﹤0.01% | 614 |
|
|
2020
Q3 | $345K | Buy |
9,147
+2,465
| +37% | +$93K | ﹤0.01% | 389 |
|
|
2020
Q2 | $232K | Buy |
6,682
+3,670
| +122% | +$127K | ﹤0.01% | 346 |
|
|
2020
Q1 | $81K | Buy |
3,012
+612
| +26% | +$16.5K | ﹤0.01% | 416 |
|
|
2019
Q4 | $86K | Buy |
2,400
+13
| +0.5% | +$466 | ﹤0.01% | 580 |
|
|
2019
Q3 | $83K | Buy |
2,387
+858
| +56% | +$29.8K | ﹤0.01% | 568 |
|
|
2019
Q2 | $70K | Buy |
+1,529
| New | +$70K | ﹤0.01% | 588 |
|