Prelude Capital Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,277
| Closed | -$64.6K | – | 1421 |
|
|
2023
Q4 | $64.6K | Sell |
15,277
-11,662
| -43% | -$49.3K | ﹤0.01% | 929 |
|
|
2023
Q3 | $124K | Sell |
26,939
-10,961
| -29% | -$50.6K | 0.01% | 824 |
|
|
2023
Q2 | $136K | Buy |
37,900
+10,778
| +40% | +$38.8K | 0.01% | 782 |
|
|
2023
Q1 | $117K | Buy |
27,122
+12,358
| +84% | +$53.1K | 0.01% | 841 |
|
|
2022
Q4 | $105K | Buy |
+14,764
| New | +$105K | 0.01% | 929 |
|
|
2018
Q4 | – | Sell |
-341
| Closed | -$11K | – | 1753 |
|
|
2018
Q3 | $11K | Sell |
341
-338
| -50% | -$10.9K | ﹤0.01% | 1086 |
|
|
2018
Q2 | $23K | Sell |
679
-686
| -50% | -$23.2K | ﹤0.01% | 1061 |
|
|
2018
Q1 | $39K | Sell |
1,365
-2,900
| -68% | -$82.9K | ﹤0.01% | 1000 |
|
|
2017
Q4 | $92K | Buy |
4,265
+300
| +8% | +$6.47K | 0.01% | 716 |
|
|
2017
Q3 | $84K | Buy |
+3,965
| New | +$84K | 0.01% | 858 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$3K | – | 1614 |
|
|
2015
Q3 | $3K | Buy |
+400
| New | +$3K | ﹤0.01% | 1328 |
|