Ever Source Wealth Advisors, LLC Upland Software, Inc. Transaction History

Ever Source Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	BUY	$2.5 - $4.62 $647 - $1,196	259 New	259 $1,000
Q4 2022 Feb 09, 2023	BUY	$6.34 - $8.72 $5,414 - $7,446	854 Added 134.07%	1,491 $10,000
Q3 2022 Nov 07, 2022	BUY	$8.12 - $15.23 $5,172 - $9,701	637 New	637 $5,000
Q2 2022 Aug 01, 2022	SELL	$12.62 - $17.88 $2,183 - $3,093	-173 Closed	0 $0
Q1 2022 May 25, 2022	SELL	$15.9 - $21.11 $1,335 - $1,773	-84 Reduced 32.68%	173 $3,000
Q4 2021 Feb 07, 2022	BUY	$17.94 - $34.13 $4,610 - $8,771	257 New	257 $5,000

15.9M

9.3K

Ticker UPLD
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 31,778,000
Market Cap $106M
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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