PA Capital’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
$1.5M Hold
39,722
1.05% 22
2020
Q2
$1.38M Sell
39,722
-8,880
-18% -$309K 1% 24
2020
Q1
$1.3M Buy
48,602
+7,704
+19% +$207K 1.15% 19
2019
Q4
$1.46M Sell
40,898
-555
-1% -$19.8K 1.29% 18
2019
Q3
$1.45M Buy
41,453
+4,575
+12% +$159K 1.42% 14
2019
Q2
$1.68M Buy
36,878
+3,264
+10% +$149K 1.53% 14
2019
Q1
$1.42M Hold
33,614
1.27% 21
2018
Q4
$914K Buy
+33,614
New +$914K 0.97% 32