Thrivent Financial for Lutherans’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-61,187
| Closed | -$189K | – | 2594 |
|
|
2024
Q1 | $189K | Hold |
61,187
| – | – | ﹤0.01% | 2466 |
|
|
2023
Q4 | $259K | Sell |
61,187
-21,938
| -26% | -$92.9K | ﹤0.01% | 2388 |
|
|
2023
Q3 | $384K | Hold |
83,125
| – | – | ﹤0.01% | 2234 |
|
|
2023
Q2 | $299K | Sell |
83,125
-4,082
| -5% | -$14.7K | ﹤0.01% | 2330 |
|
|
2023
Q1 | $375K | Buy |
+87,207
| New | +$375K | ﹤0.01% | 2236 |
|
|
2022
Q2 | – | Sell |
-10,181
| Closed | -$179K | – | 2527 |
|
|
2022
Q1 | $179K | Hold |
10,181
| – | – | ﹤0.01% | 2460 |
|
|
2021
Q4 | $183K | Buy |
+10,181
| New | +$183K | ﹤0.01% | 2423 |
|