RhumbLine Advisers’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-649
| Closed | -$1.62K | – | 4335 |
|
|
2024
Q2 | $1.62K | Sell |
649
-79
| -11% | -$197 | ﹤0.01% | 4202 |
|
|
2024
Q1 | $2.25K | Hold |
728
| – | – | ﹤0.01% | 4082 |
|
|
2023
Q4 | $3.08K | Hold |
728
| – | – | ﹤0.01% | 4051 |
|
|
2023
Q3 | $3.36K | Sell |
728
-1,956
| -73% | -$9.03K | ﹤0.01% | 4039 |
|
|
2023
Q2 | $9.66K | Sell |
2,684
-42,465
| -94% | -$153K | ﹤0.01% | 3963 |
|
|
2023
Q1 | $194K | Buy |
45,149
+262
| +0.6% | +$1.13K | ﹤0.01% | 2744 |
|
|
2022
Q4 | $320K | Buy |
44,887
+1,007
| +2% | +$7.18K | ﹤0.01% | 2653 |
|
|
2022
Q3 | $357K | Buy |
43,880
+2,415
| +6% | +$19.6K | ﹤0.01% | 2649 |
|
|
2022
Q2 | $602K | Buy |
41,465
+12,470
| +43% | +$181K | ﹤0.01% | 2395 |
|
|
2022
Q1 | $511K | Buy |
28,995
+1,007
| +4% | +$17.7K | ﹤0.01% | 2417 |
|
|
2021
Q4 | $502K | Sell |
27,988
-510
| -2% | -$9.15K | ﹤0.01% | 2508 |
|
|
2021
Q3 | $953K | Buy |
28,498
+1,350
| +5% | +$45.1K | ﹤0.01% | 2236 |
|
|
2021
Q2 | $1.12M | Sell |
27,148
-1,048
| -4% | -$43.2K | ﹤0.01% | 2193 |
|
|
2021
Q1 | $1.33M | Sell |
28,196
-2,447
| -8% | -$116K | ﹤0.01% | 2078 |
|
|
2020
Q4 | $1.41M | Buy |
30,643
+2,185
| +8% | +$100K | ﹤0.01% | 2007 |
|
|
2020
Q3 | $1.07M | Sell |
28,458
-2,735
| -9% | -$103K | ﹤0.01% | 1968 |
|
|
2020
Q2 | $1.08M | Buy |
31,193
+1,968
| +7% | +$68.4K | ﹤0.01% | 2008 |
|
|
2020
Q1 | $784K | Buy |
29,225
+263
| +0.9% | +$7.06K | ﹤0.01% | 1984 |
|
|
2019
Q4 | $1.03M | Buy |
28,962
+1,531
| +6% | +$54.7K | ﹤0.01% | 2067 |
|
|
2019
Q3 | $956K | Buy |
27,431
+74
| +0.3% | +$2.58K | ﹤0.01% | 2051 |
|
|
2019
Q2 | $1.25M | Buy |
27,357
+7,141
| +35% | +$325K | ﹤0.01% | 1971 |
|
|
2019
Q1 | $856K | Buy |
20,216
+4
| +0% | +$169 | ﹤0.01% | 2113 |
|
|
2018
Q4 | $549K | Buy |
20,212
+6,717
| +50% | +$182K | ﹤0.01% | 2255 |
|
|
2018
Q3 | $436K | Sell |
13,495
-1,050
| -7% | -$33.9K | ﹤0.01% | 2331 |
|
|
2018
Q2 | $500K | Buy |
+14,545
| New | +$500K | ﹤0.01% | 2316 |
|