Creative Planning Upland Software, Inc. Transaction History

Creative Planning

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 04, 2021	SELL	$38.95 - $51.09 $306,458 - $401,976	-7,868 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$44.42 - $51.89 $1,332 - $1,556	30 Added 0.38%	7,868 $371,000
Q4 2020 Jan 29, 2021	SELL	$39.26 - $49.6 $43,186 - $54,560	-1,100 Reduced 12.31%	7,838 $360,000
Q3 2020 Nov 05, 2020	SELL	$31.45 - $41.08 $118,220 - $154,419	-3,759 Reduced 29.61%	8,938 $337,000
Q2 2020 Jul 23, 2020	BUY	$24.65 - $37.36 $29,506 - $44,719	1,197 Added 10.41%	12,697 $441,000
Q1 2020 May 05, 2020	BUY	$22.38 - $44.6 $22,380 - $44,600	1,000 Added 9.52%	11,500 $308,000
Q4 2019 Jan 30, 2020	SELL	$34.8 - $40.85 $104,399 - $122,550	-3,000 Reduced 22.22%	10,500 $375,000
Q3 2019 Nov 01, 2019	BUY	$33.68 - $47.74 $47,152 - $66,836	1,400 Added 11.57%	13,500 $471,000
Q2 2019 Jul 26, 2019	BUY	$40.03 - $52.77 $44,033 - $58,047	1,100 Added 10.0%	12,100 $551,000
Q2 2018 Jul 20, 2018	BUY	$27.16 - $36.47 $54,320 - $72,940	2,000 Added 22.22%	11,000 $378,000
Q1 2018 Apr 18, 2018	BUY	$21.49 - $30.09 $193,410 - $270,810	9,000 New	9,000 $259,000

17.2M

11.6K

47.4K

Ticker UPLD
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 31,778,000
Market Cap $68.6M
Description
Upland Software, Inc. provides cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. It offers a family of software applications under the Upland brand in the areas of marketing, sales, contact center, project management, information technology, business operations, and human resou...

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