Motley Fool Wealth 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 |
-329,224
| Closed | -$2.35M | – | 123 |
|
|
2022
Q4 | $2.35M | Sell |
329,224
-38,937
| -11% | -$278K | 0.16% | 99 |
|
|
2022
Q3 | $2.99M | Sell |
368,161
-15,393
| -4% | -$125K | 0.2% | 96 |
|
|
2022
Q2 | $5.57M | Sell |
383,554
-17,890
| -4% | -$260K | 0.35% | 81 |
|
|
2022
Q1 | $7.07M | Buy |
401,444
+9,528
| +2% | +$168K | 0.34% | 84 |
|
|
2021
Q4 | $7.03M | Sell |
391,916
-20,564
| -5% | -$369K | 0.31% | 81 |
|
|
2021
Q3 | $13.8M | Buy |
412,480
+238,167
| +137% | +$7.96M | 0.6% | 53 |
|
|
2021
Q2 | $7.18M | Buy |
+174,313
| New | +$7.18M | 0.3% | 82 |
|