Nisa 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$18K | – | 2512 |
|
|
2022
Q1 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 2082 |
|
|
2021
Q4 | – | Sell |
-2,450
| Closed | -$82 | – | 2328 |
|
|
2021
Q3 | $82 | Hold |
2,450
| – | – | ﹤0.01% | 1787 |
|
|
2021
Q2 | $101 | Hold |
2,450
| – | – | ﹤0.01% | 1690 |
|
|
2021
Q1 | $116 | Hold |
2,450
| – | – | ﹤0.01% | 1687 |
|
|
2020
Q4 | $112K | Buy |
2,450
+300
| +14% | +$13.7K | ﹤0.01% | 1690 |
|
|
2020
Q3 | $81K | Buy |
2,150
+950
| +79% | +$35.8K | ﹤0.01% | 1609 |
|
|
2020
Q2 | $42K | Buy |
1,200
+600
| +100% | +$21K | ﹤0.01% | 1621 |
|
|
2020
Q1 | $16K | Hold |
600
| – | – | ﹤0.01% | 1763 |
|
|
2019
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 1684 |
|
|
2019
Q3 | $21K | Buy |
+600
| New | +$21K | ﹤0.01% | 1634 |
|