Mount Yale Investment Advisors, LLC Upland Software, Inc. Transaction History

Mount Yale Investment Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 13, 2019	SELL	$40.03 - $52.77 $205,914 - $271,448	-5,144 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$26.6 - $43.55 $36,335 - $59,489	-1,366 Reduced 20.98%	5,144 $218,000
Q4 2018 Feb 14, 2019	SELL	$25.54 - $36.67 $5,286 - $7,590	-207 Reduced 3.08%	6,510 $207,000
Q3 2018 Nov 13, 2018	SELL	$30.9 - $37.94 $278 - $341	-9 Reduced 0.13%	6,717 $219,000
Q2 2018 Aug 22, 2018	BUY	$27.16 - $36.47 $54,754 - $73,523	2,016 Added 42.8%	6,726 $231,000
Q1 2018 Jun 25, 2018	BUY	$21.49 - $30.09 $101,217 - $141,723	4,710 New	4,710 $136,000

15.1M

26.8K

46.3K

Ticker UPLD
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 31,778,000
Market Cap $76.9M
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 Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.