YorkBridge Wealth Partners’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-186
| Closed | -$8K | – | 617 |
|
|
2019
Q2 | $8K | Sell |
186
-137
| -42% | -$5.89K | ﹤0.01% | 611 |
|
|
2019
Q1 | $14K | Sell |
323
-284
| -47% | -$12.3K | 0.01% | 519 |
|
|
2018
Q4 | $16K | Sell |
607
-133
| -18% | -$3.51K | 0.01% | 508 |
|
|
2018
Q3 | $24K | Buy |
740
+8
| +1% | +$259 | 0.01% | 484 |
|
|
2018
Q2 | $25K | Buy |
+732
| New | +$25K | 0.01% | 479 |
|