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Sowell Financial Services’s Upland Software UPLD Stock Holding History

Sowell Financial Services’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-25
Closed -$10K – 2607
2021
Q1 		$10K Sell
25
-13
-34% -$6.27K ﹤0.01% 2335
2020
Q4 		$17K Buy
38
+3
+9% +$1.32K ﹤0.01% 1812
2020
Q3 		$13K Buy
35
+11
+46% +$3.96K ﹤0.01% 1738
2020
Q2 		$8K Buy
24
+3
+14% +$935 ﹤0.01% 1780
2020
Q1 		$5K Buy
21
+6
+40% +$2.17K ﹤0.01% 1842
2019
Q4 		$5K Hold
15
– – ﹤0.01% 1924
2019
Q3 		$5K Buy
+15
New +$6.23K ﹤0.01% 1782

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WA
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CU
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Vanguard Group
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PCP
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Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
State Street
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BCA
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return