Private Capital Group’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-810
| Closed | -$27K | – | 2195 |
|
|
2021
Q3 | $27K | Hold |
810
| – | – | 0.01% | 936 |
|
|
2021
Q2 | $33K | Sell |
810
-319
| -28% | -$13K | 0.01% | 842 |
|
|
2021
Q1 | $53K | Sell |
1,129
-99
| -8% | -$4.65K | 0.01% | 620 |
|
|
2020
Q4 | $56K | Sell |
1,228
-72
| -6% | -$3.28K | 0.01% | 727 |
|
|
2020
Q3 | $49K | Sell |
1,300
-346
| -21% | -$13K | 0.01% | 723 |
|
|
2020
Q2 | $57K | Buy |
1,646
+461
| +39% | +$16K | 0.01% | 653 |
|
|
2020
Q1 | $32K | Buy |
1,185
+61
| +5% | +$1.65K | 0.01% | 825 |
|
|
2019
Q4 | $40K | Hold |
1,124
| – | – | 0.01% | 843 |
|
|
2019
Q3 | $39K | Sell |
1,124
-89
| -7% | -$3.09K | 0.01% | 889 |
|
|
2019
Q2 | $42K | Sell |
1,213
-193
| -14% | -$6.68K | 0.01% | 754 |
|
|
2019
Q1 | $60K | Hold |
1,406
| – | – | 0.01% | 683 |
|
|
2018
Q4 | $38K | Buy |
1,406
+193
| +16% | +$5.22K | 0.01% | 802 |
|
|
2018
Q3 | $39K | Hold |
1,213
| – | – | 0.01% | 827 |
|
|
2018
Q2 | $41K | Buy |
+1,213
| New | +$41K | 0.01% | 790 |
|