SEI Investments’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,616
| Closed | -$359K | – | 2638 |
|
|
2021
Q1 | $359K | Sell |
7,616
-500
| -6% | -$23.6K | ﹤0.01% | 2176 |
|
|
2020
Q4 | $373K | Buy |
+8,116
| New | +$373K | ﹤0.01% | 2112 |
|
|
2019
Q3 | – | Sell |
-12,092
| Closed | -$553K | – | 2429 |
|
|
2019
Q2 | $553K | Sell |
12,092
-4,060
| -25% | -$186K | ﹤0.01% | 1830 |
|
|
2019
Q1 | $680K | Buy |
16,152
+14,581
| +928% | +$614K | ﹤0.01% | 1738 |
|
|
2018
Q4 | $51K | Sell |
1,571
-481
| -23% | -$15.6K | ﹤0.01% | 2340 |
|
|
2018
Q3 | $71K | Sell |
2,052
-8,867
| -81% | -$307K | ﹤0.01% | 2153 |
|
|
2018
Q2 | $375K | Buy |
10,919
+8,668
| +385% | +$298K | ﹤0.01% | 1872 |
|
|
2018
Q1 | $65K | Buy |
+2,251
| New | +$65K | ﹤0.01% | 2278 |
|