Summit Creek Advisors’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-428,453
| Closed | -$3.05M | – | 78 |
|
|
2022
Q4 | $3.05M | Sell |
428,453
-12,178
| -3% | -$86.8K | 0.42% | 54 |
|
|
2022
Q3 | $3.58M | Sell |
440,631
-15,285
| -3% | -$124K | 0.49% | 50 |
|
|
2022
Q2 | $6.62M | Buy |
455,916
+60
| +0% | +$871 | 0.84% | 45 |
|
|
2022
Q1 | $8.03M | Buy |
455,856
+1,770
| +0.4% | +$31.2K | 0.91% | 46 |
|
|
2021
Q4 | $8.15M | Buy |
454,086
+12,341
| +3% | +$221K | 0.82% | 46 |
|
|
2021
Q3 | $14.8M | Buy |
441,745
+35,170
| +9% | +$1.18M | 1.56% | 34 |
|
|
2021
Q2 | $16.7M | Sell |
406,575
-15,000
| -4% | -$618K | 2% | 23 |
|
|
2021
Q1 | $19.9M | Buy |
421,575
+123,499
| +41% | +$5.83M | 2.37% | 19 |
|
|
2020
Q4 | $13.7M | Buy |
298,076
+17,081
| +6% | +$784K | 1.76% | 30 |
|
|
2020
Q3 | $10.6M | Sell |
280,995
-28,210
| -9% | -$1.06M | 1.57% | 32 |
|
|
2020
Q2 | $10.7M | Buy |
309,205
+52,910
| +21% | +$1.84M | 1.58% | 27 |
|
|
2020
Q1 | $6.87M | Buy |
256,295
+26,300
| +11% | +$705K | 1.37% | 33 |
|
|
2019
Q4 | $8.21M | Sell |
229,995
-870
| -0.4% | -$31.1K | 1.28% | 43 |
|
|
2019
Q3 | $8.05M | Buy |
+230,865
| New | +$8.05M | 1.35% | 35 |
|