Pathstone Family Office’s Upland Software UPLD Stock Holding History

Pathstone Family Office’s Portfolio UPLD Stock Details UPLD Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$108K	Hold
2023 Q2	$84.2K	Buy
2021 Q4	–	Sell
2021 Q3	$328K	Buy
2021 Q2	$380K	Buy
2021 Q1	$284K	Buy