OAM
Oberweis Asset Management’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-28,600
| Closed | -$1.35M | – | 188 |
|
|
2021
Q1 | $1.35M | Hold |
28,600
| – | – | 0.28% | 54 |
|
|
2020
Q4 | $1.31M | Sell |
28,600
-1,100
| -4% | -$50.5K | 0.35% | 41 |
|
|
2020
Q3 | $1.12M | Buy |
29,700
+4,200
| +16% | +$158K | 0.38% | 43 |
|
|
2020
Q2 | $886K | Sell |
25,500
-11,535
| -31% | -$401K | 0.35% | 51 |
|
|
2020
Q1 | $993K | Sell |
37,035
-83,000
| -69% | -$2.23M | 0.55% | 32 |
|
|
2019
Q4 | $4.29M | Sell |
120,035
-109,780
| -48% | -$3.92M | 1.43% | 12 |
|
|
2019
Q3 | $8.01M | Buy |
229,815
+39,715
| +21% | +$1.38M | 1.81% | 12 |
|
|
2019
Q2 | $8.66M | Buy |
190,100
+27,710
| +17% | +$1.26M | 1.57% | 12 |
|
|
2019
Q1 | $6.88M | Buy |
162,390
+111,490
| +219% | +$4.72M | 1.38% | 15 |
|
|
2018
Q4 | $1.38M | Buy |
50,900
+28,400
| +126% | +$772K | 0.31% | 54 |
|
|
2018
Q3 | $727K | Sell |
22,500
-5,500
| -20% | -$178K | 0.14% | 128 |
|
|
2018
Q2 | $962K | Buy |
+28,000
| New | +$962K | 0.24% | 97 |
|