Principal Financial Group’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,943
| Closed | -$68.6K | – | 2490 |
|
|
2023
Q1 | $68.6K | Sell |
15,943
-1,802
| -10% | -$7.75K | ﹤0.01% | 2349 |
|
|
2022
Q4 | $127K | Buy |
+17,745
| New | +$127K | ﹤0.01% | 2266 |
|
|
2021
Q4 | – | Sell |
-6,067
| Closed | -$203K | – | 2637 |
|
|
2021
Q3 | $203K | Buy |
+6,067
| New | +$203K | ﹤0.01% | 2430 |
|
|
2021
Q2 | – | Sell |
-5,668
| Closed | -$267K | – | 2651 |
|
|
2021
Q1 | $267K | Sell |
5,668
-1,067
| -16% | -$50.3K | ﹤0.01% | 2306 |
|
|
2020
Q4 | $309K | Buy |
+6,735
| New | +$309K | ﹤0.01% | 2228 |
|
|
2019
Q4 | – | Sell |
-8,969
| Closed | -$313K | – | 2284 |
|
|
2019
Q3 | $313K | Buy |
8,969
+592
| +7% | +$20.7K | ﹤0.01% | 2047 |
|
|
2019
Q2 | $381K | Sell |
8,377
-5,420
| -39% | -$247K | ﹤0.01% | 2014 |
|
|
2019
Q1 | $584K | Sell |
13,797
-62
| -0.4% | -$2.62K | ﹤0.01% | 1905 |
|
|
2018
Q4 | $377K | Buy |
13,859
+5,321
| +62% | +$145K | ﹤0.01% | 1974 |
|
|
2018
Q3 | $276K | Buy |
8,538
+123
| +1% | +$3.98K | ﹤0.01% | 2093 |
|
|
2018
Q2 | $289K | Sell |
8,415
-602
| -7% | -$20.7K | ﹤0.01% | 2082 |
|
|
2018
Q1 | $260K | Buy |
+9,017
| New | +$260K | ﹤0.01% | 2048 |
|