Orion Portfolio Solutions’s Upland Software UPLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-47	Closed	-$2K	–	1957
2020 Q2	$2K	Hold	47	–	–	﹤0.01%	1836
2020 Q1	$1K	Buy	47 +15	+47%	+$319	﹤0.01%	1822
2019 Q4	$1K	Buy	+32	New	+$1K	﹤0.01%	1745