Occudo Quantitative Strategies’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-26,664
| Closed | -$113K | – | 1041 |
|
|
2023
Q4 | $113K | Sell |
26,664
-11,044
| -29% | -$46.7K | 0.02% | 700 |
|
|
2023
Q3 | $174K | Sell |
37,708
-16,748
| -31% | -$77.4K | 0.02% | 819 |
|
|
2023
Q2 | $196K | Sell |
54,456
-40,663
| -43% | -$146K | 0.02% | 852 |
|
|
2023
Q1 | $409K | Buy |
+95,119
| New | +$409K | 0.04% | 569 |
|
|
2022
Q3 | – | Sell |
-16,308
| Closed | -$237K | – | 1422 |
|
|
2022
Q2 | $237K | Sell |
16,308
-13,690
| -46% | -$199K | 0.02% | 860 |
|
|
2022
Q1 | $528K | Sell |
29,998
-42,363
| -59% | -$746K | 0.04% | 627 |
|
|
2021
Q4 | $1.3M | Buy |
+72,361
| New | +$1.3M | 0.12% | 271 |
|