Pathstone Family Office’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $108K | Hold |
23,378
| – | – | ﹤0.01% | 1577 |
|
|
2023
Q2 | $84.2K | Buy |
+23,378
| New | +$84.2K | ﹤0.01% | 1197 |
|
|
2021
Q4 | – | Sell |
-9,796
| Closed | -$328K | – | 942 |
|
|
2021
Q3 | $328K | Buy |
9,796
+571
| +6% | +$19.1K | 0.01% | 648 |
|
|
2021
Q2 | $380K | Buy |
9,225
+3,207
| +53% | +$132K | 0.01% | 568 |
|
|
2021
Q1 | $284K | Buy |
+6,018
| New | +$284K | 0.01% | 497 |
|