WCM Investment Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-420,011
| Closed | -$7.4M | – | 211 |
|
|
2022
Q1 | $7.4M | Buy |
420,011
+23,309
| +6% | +$410K | 0.02% | 136 |
|
|
2021
Q4 | $7.12M | Buy |
396,702
+39,186
| +11% | +$703K | 0.02% | 143 |
|
|
2021
Q3 | $12M | Buy |
357,516
+88,172
| +33% | +$2.95M | 0.03% | 110 |
|
|
2021
Q2 | $11.1M | Buy |
269,344
+10,471
| +4% | +$431K | 0.03% | 112 |
|
|
2021
Q1 | $12.2M | Buy |
258,873
+53,863
| +26% | +$2.54M | 0.03% | 90 |
|
|
2020
Q4 | $9.41M | Buy |
+205,010
| New | +$9.41M | 0.03% | 115 |
|