Juncture Wealth Strategies, LLC Upland Software, Inc. Transaction History

Juncture Wealth Strategies, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$38.95 - $51.09 $788,309 - $1.03 Million	-20,239 Closed	0 $0
Q1 2021 Apr 15, 2021	BUY	$44.42 - $51.89 $278,602 - $325,454	6,272 Added 44.91%	20,239 $943,000
Q4 2020 Jan 25, 2021	SELL	$39.26 - $49.6 $41,733 - $52,724	-1,063 Reduced 7.07%	13,967 $641,000
Q3 2020 Oct 15, 2020	BUY	$31.45 - $41.08 $121,459 - $158,650	3,862 Added 34.58%	15,030 $567,000
Q2 2020 Jul 28, 2020	SELL	$24.65 - $37.36 $50,039 - $75,840	-2,030 Reduced 15.38%	11,168 $388,000
Q1 2020 Apr 21, 2020	BUY	$22.38 - $44.6 $38,493 - $76,712	1,720 Added 14.99%	13,198 $354,000
Q4 2019 Feb 03, 2020	BUY	$34.8 - $40.85 $68,869 - $80,842	1,979 Added 20.83%	11,478 $410,000
Q3 2019 Oct 10, 2019	BUY	$33.68 - $47.74 $319,926 - $453,482	9,499 New	9,499 $331,000

15.7M

36.7K

28.7K

Ticker UPLD
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 31,778,000
Market Cap $138M
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...

Get notified when there are updates to the investment portfolio of Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.