MPAM
Monarch Partners Asset Management’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.29M | Buy |
180,627
+1,314
| +0.7% | +$9.37K | 0.38% | 120 |
|
|
2022
Q3 | $1.46M | Sell |
179,313
-178,852
| -50% | -$1.45M | 0.44% | 113 |
|
|
2022
Q2 | $5.2M | Buy |
358,165
+75,383
| +27% | +$1.09M | 1.45% | 6 |
|
|
2022
Q1 | $4.98M | Buy |
282,782
+155,418
| +122% | +$2.74M | 1.11% | 21 |
|
|
2021
Q4 | $2.29M | Sell |
127,364
-132,810
| -51% | -$2.38M | 0.46% | 106 |
|
|
2021
Q3 | $8.7M | Buy |
260,174
+67,627
| +35% | +$2.26M | 1.27% | 20 |
|
|
2021
Q2 | $7.93M | Buy |
192,547
+40,925
| +27% | +$1.68M | 1.14% | 27 |
|
|
2021
Q1 | $7.16M | Sell |
151,622
-8,061
| -5% | -$380K | 1.08% | 29 |
|
|
2020
Q4 | $7.33M | Buy |
159,683
+137,893
| +633% | +$6.33M | 1.28% | 18 |
|
|
2020
Q3 | $821K | Buy |
+21,790
| New | +$821K | 0.18% | 129 |
|
|
2020
Q1 | – | Sell |
-108,200
| Closed | -$3.86M | – | 192 |
|
|
2019
Q4 | $3.86M | Buy |
+108,200
| New | +$3.86M | 0.86% | 52 |
|
|
2019
Q2 | – | Sell |
-20,928
| Closed | -$887K | – | 189 |
|
|
2019
Q1 | $887K | Hold |
20,928
| – | – | 0.13% | 105 |
|
|
2018
Q4 | $569K | Buy |
20,928
+3,308
| +19% | +$89.9K | 0.08% | 143 |
|
|
2018
Q3 | $569K | Buy |
+17,620
| New | +$569K | 0.05% | 167 |
|