PVM
Palogic Value Management’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-586,549
| Closed | -$2.71M | – | 165 |
|
|
2023
Q3 | $2.71M | Sell |
586,549
-73,485
| -11% | -$340K | 1.28% | 21 |
|
|
2023
Q2 | $2.38M | Buy |
660,034
+395,034
| +149% | +$1.42M | 1.12% | 29 |
|
|
2023
Q1 | $1.14M | Hold |
265,000
| – | – | 0.56% | 62 |
|
|
2022
Q4 | $1.89M | Buy |
+265,000
| New | +$1.89M | 0.99% | 31 |
|