Motley Fool Asset Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-169,438
| Closed | -$1.21M | – | 201 |
|
|
2022
Q4 | $1.21M | Buy |
169,438
+97,748
| +136% | +$697K | 0.14% | 115 |
|
|
2022
Q3 | $583K | Sell |
71,690
-3,552
| -5% | -$28.9K | 0.06% | 159 |
|
|
2022
Q2 | $1.15M | Sell |
75,242
-7,696
| -9% | -$117K | 0.11% | 127 |
|
|
2022
Q1 | $1.46M | Sell |
82,938
-20,128
| -20% | -$355K | 0.11% | 123 |
|
|
2021
Q4 | $1.85M | Sell |
103,066
-5,328
| -5% | -$95.6K | 0.12% | 111 |
|
|
2021
Q3 | $3.63M | Sell |
108,394
-1,776
| -2% | -$59.4K | 0.24% | 87 |
|
|
2021
Q2 | $4.54M | Buy |
+110,170
| New | +$4.54M | 0.3% | 80 |
|