New York Life Investment 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
-32,212
Closed -$230K 1399
2022
Q4
$230K Buy
32,212
+3,629
+13% +$25.9K ﹤0.01% 1167
2022
Q3
$232K Buy
28,583
+2,102
+8% +$17.1K ﹤0.01% 1161
2022
Q2
$385K Buy
+26,481
New +$385K ﹤0.01% 1012