Van Hulzen Asset Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,699
| Closed | -$206K | – | 290 |
|
|
2020
Q1 | $206K | Sell |
7,699
-9,072
| -54% | -$243K | 0.04% | 229 |
|
|
2019
Q4 | $599K | Buy |
16,771
+5,389
| +47% | +$192K | 0.12% | 125 |
|
|
2019
Q3 | $397K | Buy |
11,382
+5,697
| +100% | +$199K | 0.08% | 170 |
|
|
2019
Q2 | $259K | Buy |
5,685
+444
| +8% | +$20.2K | 0.06% | 216 |
|
|
2019
Q1 | $222K | Buy |
+5,241
| New | +$222K | 0.06% | 212 |
|