ORI
Oak Ridge Investments’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-137,292
| Closed | -$4.59M | – | 181 |
|
|
2021
Q3 | $4.59M | Sell |
137,292
-12,210
| -8% | -$408K | 0.4% | 83 |
|
|
2021
Q2 | $6.16M | Sell |
149,502
-4,793
| -3% | -$197K | 0.54% | 69 |
|
|
2021
Q1 | $7.28M | Sell |
154,295
-258
| -0.2% | -$12.2K | 0.68% | 52 |
|
|
2020
Q4 | $7.09M | Sell |
154,553
-31,159
| -17% | -$1.43M | 0.62% | 51 |
|
|
2020
Q3 | $7M | Sell |
185,712
-23,216
| -11% | -$875K | 0.55% | 62 |
|
|
2020
Q2 | $7.26M | Sell |
208,928
-21,364
| -9% | -$743K | 0.61% | 61 |
|
|
2020
Q1 | $6.18M | Sell |
230,292
-5,718
| -2% | -$153K | 0.63% | 61 |
|
|
2019
Q4 | $8.43M | Sell |
236,010
-36,956
| -14% | -$1.32M | 0.62% | 66 |
|
|
2019
Q3 | $9.52M | Buy |
272,966
+90,944
| +50% | +$3.17M | 0.72% | 61 |
|
|
2019
Q2 | $8.29M | Buy |
+182,022
| New | +$8.29M | 0.57% | 75 |
|