Wellington Management Group’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,850
| Closed | -$263K | – | 2298 |
|
|
2021
Q3 | $263K | Buy |
+7,850
| New | +$263K | ﹤0.01% | 2070 |
|
|
2021
Q2 | – | Sell |
-6,043
| Closed | -$285K | – | 2253 |
|
|
2021
Q1 | $285K | Buy |
+6,043
| New | +$285K | ﹤0.01% | 1997 |
|
|
2019
Q4 | – | Sell |
-10,538
| Closed | -$367K | – | 2126 |
|
|
2019
Q3 | $367K | Buy |
+10,538
| New | +$367K | ﹤0.01% | 1917 |
|