Mount Yale Investment Advisors’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,144
| Closed | -$218K | – | 330 |
|
|
2019
Q1 | $218K | Sell |
5,144
-1,366
| -21% | -$57.9K | 0.04% | 283 |
|
|
2018
Q4 | $207K | Sell |
6,510
-207
| -3% | -$6.58K | 0.04% | 293 |
|
|
2018
Q3 | $219K | Sell |
6,717
-9
| -0.1% | -$293 | 0.04% | 294 |
|
|
2018
Q2 | $231K | Buy |
6,726
+2,016
| +43% | +$69.2K | 0.04% | 289 |
|
|
2018
Q1 | $136K | Buy |
+4,710
| New | +$136K | 0.03% | 370 |
|