Sowell Financial Services’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 |
-246
| Closed | -$10K | – | 2608 |
|
|
2021
Q1 | $10K | Sell |
246
-130
| -35% | -$5.29K | ﹤0.01% | 2335 |
|
|
2020
Q4 | $17K | Buy |
376
+24
| +7% | +$1.09K | ﹤0.01% | 1812 |
|
|
2020
Q3 | $13K | Buy |
352
+114
| +48% | +$4.21K | ﹤0.01% | 1738 |
|
|
2020
Q2 | $8K | Buy |
238
+33
| +16% | +$1.11K | ﹤0.01% | 1780 |
|
|
2020
Q1 | $5K | Buy |
205
+59
| +40% | +$1.44K | ﹤0.01% | 1842 |
|
|
2019
Q4 | $5K | Hold |
146
| – | – | ﹤0.01% | 1924 |
|
|
2019
Q3 | $5K | Buy |
+146
| New | +$5K | ﹤0.01% | 1782 |
|