Thompson Davis & Co’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,175
| Closed | -$143K | – | 791 |
|
|
2018
Q2 | $143K | Sell |
4,175
-400
| -9% | -$13.7K | 0.34% | 71 |
|
|
2018
Q1 | $132K | Buy |
4,575
+3,575
| +358% | +$103K | 0.35% | 71 |
|
|
2017
Q4 | $22K | Hold |
1,000
| – | – | 0.05% | 312 |
|
|
2017
Q3 | $21K | Sell |
1,000
-3,750
| -79% | -$78.8K | 0.04% | 471 |
|
|
2017
Q2 | $104K | Sell |
4,750
-250
| -5% | -$5.47K | 0.17% | 122 |
|
|
2017
Q1 | $79K | Buy |
+5,000
| New | +$79K | 0.11% | 173 |
|
|
2015
Q3 | – | Sell |
-43,527
| Closed | -$401K | – | 1259 |
|
|
2015
Q2 | $401K | Buy |
+43,527
| New | +$401K | 0.46% | 36 |
|