White Pine Capital’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-21,995
| Closed | -$476K | – | 249 |
|
|
2017
Q4 | $476K | Sell |
21,995
-5,000
| -19% | -$108K | 0.17% | 146 |
|
|
2017
Q3 | $571 | Sell |
26,995
-1,030
| -4% | -$22 | ﹤0.01% | 135 |
|
|
2017
Q2 | $616K | Buy |
28,025
+5,525
| +25% | +$121K | 0.24% | 120 |
|
|
2017
Q1 | $358K | Hold |
22,500
| – | – | 0.15% | 159 |
|
|
2016
Q4 | $201K | Hold |
22,500
| – | – | 0.09% | 192 |
|
|
2016
Q3 | $198K | Hold |
22,500
| – | – | 0.08% | 199 |
|
|
2016
Q2 | $171K | Buy |
22,500
+10,500
| +88% | +$79.8K | 0.07% | 198 |
|
|
2016
Q1 | $82K | Buy |
+12,000
| New | +$82K | 0.04% | 205 |
|