NBC Securities’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15
| Closed | -$65 | – | 2146 |
|
|
2024
Q4 | $65 | Sell |
15
-14,985
| -100% | -$64.9K | 0.01% | 999 |
|
|
2024
Q3 | $37K | Sell |
15,000
-42,000
| -74% | -$104K | ﹤0.01% | 1271 |
|
|
2024
Q2 | $141K | Sell |
57,000
-2,500
| -4% | -$6.18K | 0.01% | 869 |
|
|
2024
Q1 | $183K | Sell |
59,500
-3,000
| -5% | -$9.23K | 0.02% | 782 |
|
|
2023
Q4 | $264K | Buy |
62,500
+17,250
| +38% | +$72.9K | 0.03% | 634 |
|
|
2023
Q3 | $209K | Buy |
+45,250
| New | +$209K | 0.02% | 670 |
|