Raymond James Financial Services Advisors’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 |
-15,670
| Closed | -$524K | – | 3349 |
|
|
2021
Q3 | $524K | Hold |
15,670
| – | – | ﹤0.01% | 2333 |
|
|
2021
Q2 | $645K | Sell |
15,670
-159
| -1% | -$6.55K | ﹤0.01% | 2215 |
|
|
2021
Q1 | $747K | Sell |
15,829
-1,000
| -6% | -$47.2K | ﹤0.01% | 2042 |
|
|
2020
Q4 | $772K | Buy |
16,829
+814
| +5% | +$37.3K | ﹤0.01% | 1870 |
|
|
2020
Q3 | $604K | Sell |
16,015
-250
| -2% | -$9.43K | ﹤0.01% | 1859 |
|
|
2020
Q2 | $565K | Buy |
16,265
+4,180
| +35% | +$145K | ﹤0.01% | 1836 |
|
|
2020
Q1 | $324K | Sell |
12,085
-21,325
| -64% | -$572K | ﹤0.01% | 1803 |
|
|
2019
Q4 | $1.19M | Buy |
33,410
+8,585
| +35% | +$307K | ﹤0.01% | 1454 |
|
|
2019
Q3 | $865K | Buy |
24,825
+1,040
| +4% | +$36.2K | ﹤0.01% | 1554 |
|
|
2019
Q2 | $1.08M | Buy |
23,785
+1,127
| +5% | +$51.3K | ﹤0.01% | 1455 |
|
|
2019
Q1 | $960K | Hold |
22,658
| – | – | ﹤0.01% | 1476 |
|
|
2018
Q4 | $616K | Buy |
22,658
+700
| +3% | +$19K | ﹤0.01% | 1533 |
|
|
2018
Q3 | $709K | Sell |
21,958
-2,320
| -10% | -$74.9K | ﹤0.01% | 1676 |
|
|
2018
Q2 | $834K | Sell |
24,278
-4,917
| -17% | -$169K | ﹤0.01% | 1536 |
|
|
2018
Q1 | $841K | Buy |
+29,195
| New | +$841K | ﹤0.01% | 1420 |
|