River Global Investors’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-204,050
| Closed | -$507K | – | 150 |
|
|
2024
Q3 | $507K | Sell |
204,050
-913
| -0.4% | -$2.27K | 0.11% | 134 |
|
|
2024
Q2 | $511K | Sell |
204,963
-2,657
| -1% | -$6.63K | 0.14% | 144 |
|
|
2024
Q1 | $641K | Sell |
207,620
-2,334
| -1% | -$7.2K | 0.16% | 161 |
|
|
2023
Q4 | $888K | Sell |
209,954
-2,074
| -1% | -$8.77K | 0.17% | 163 |
|
|
2023
Q3 | $979K | Buy |
212,028
+26,619
| +14% | +$123K | 0.23% | 132 |
|
|
2023
Q2 | $669K | Buy |
185,409
+85,580
| +86% | +$309K | 0.13% | 169 |
|
|
2023
Q1 | $430K | Buy |
99,829
+28,000
| +39% | +$121K | 0.09% | 179 |
|
|
2022
Q4 | $513K | Buy |
71,829
+22,029
| +44% | +$157K | 0.11% | 168 |
|
|
2022
Q3 | $405K | Buy |
49,800
+15,400
| +45% | +$125K | 0.08% | 165 |
|
|
2022
Q2 | $499K | Buy |
34,400
+4,000
| +13% | +$58K | 0.09% | 154 |
|
|
2022
Q1 | $535K | Buy |
+30,400
| New | +$535K | 0.07% | 151 |
|