TCM
Thames Capital Management’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-125,828
| Closed | -$4.21M | – | 60 |
|
|
2021
Q3 | $4.21M | Sell |
125,828
-16,710
| -12% | -$559K | 0.92% | 37 |
|
|
2021
Q2 | $5.87M | Hold |
142,538
| – | – | 1.38% | 35 |
|
|
2021
Q1 | $6.73M | Hold |
142,538
| – | – | 1.55% | 31 |
|
|
2020
Q4 | $6.54M | Hold |
142,538
| – | – | 1.84% | 25 |
|
|
2020
Q3 | $5.37M | Hold |
142,538
| – | – | 1.9% | 23 |
|
|
2020
Q2 | $4.96M | Hold |
142,538
| – | – | 1.94% | 22 |
|
|
2020
Q1 | $3.82M | Sell |
142,538
-16,452
| -10% | -$441K | 3% | 15 |
|
|
2019
Q4 | $5.68M | Hold |
158,990
| – | – | 1.88% | 25 |
|
|
2019
Q3 | $5.54M | Buy |
158,990
+12,820
| +9% | +$447K | 1.65% | 29 |
|
|
2019
Q2 | $6.66M | Buy |
146,170
+12,560
| +9% | +$572K | 1.88% | 25 |
|
|
2019
Q1 | $5.66M | Buy |
133,610
+8,400
| +7% | +$356K | 1.59% | 28 |
|
|
2018
Q4 | $3.4M | Hold |
125,210
| – | – | 1.43% | 24 |
|
|
2018
Q3 | $4.05M | Hold |
125,210
| – | – | 1.03% | 34 |
|
|
2018
Q2 | $4.3M | Hold |
125,210
| – | – | 1.48% | 28 |
|
|
2018
Q1 | $3.61M | Hold |
125,210
| – | – | 1.52% | 28 |
|
|
2017
Q4 | $2.71M | Buy |
+125,210
| New | +$2.71M | 1.7% | 27 |
|