Scout Investments’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-354,748
| Closed | -$5.15M | – | 233 |
|
2022
Q2 | $5.15M | Buy |
354,748
+9,738
| +3% | +$141K | 0.1% | 190 |
|
2022
Q1 | $6.08M | Buy |
345,010
+94,828
| +38% | +$1.67M | 0.1% | 195 |
|
2021
Q4 | $4.49M | Buy |
250,182
+35,013
| +16% | +$628K | 0.07% | 241 |
|
2021
Q3 | $7.2M | Sell |
215,169
-2,285
| -1% | -$76.4K | 0.11% | 228 |
|
2021
Q2 | $8.95M | Sell |
217,454
-16,746
| -7% | -$689K | 0.13% | 207 |
|
2021
Q1 | $11.1M | Buy |
234,200
+23,130
| +11% | +$1.09M | 0.17% | 194 |
|
2020
Q4 | $9.69M | Buy |
211,070
+5,700
| +3% | +$262K | 0.18% | 206 |
|
2020
Q3 | $7.74M | Buy |
205,370
+67,133
| +49% | +$2.53M | 0.17% | 195 |
|
2020
Q2 | $4.81M | Buy |
138,237
+104,600
| +311% | +$3.64M | 0.12% | 223 |
|
2020
Q1 | $902K | Buy |
+33,637
| New | +$902K | 0.03% | 284 |
|