Bank of Montreal’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,073
| Closed | -$11.3K | – | 3507 |
|
|
2024
Q3 | $11.3K | Buy |
+1,073
| New | +$11.3K | ﹤0.01% | 3288 |
|
|
2023
Q2 | – | Sell |
-13,157
| Closed | -$154K | – | 3808 |
|
|
2023
Q1 | $154K | Buy |
+13,157
| New | +$154K | ﹤0.01% | 2848 |
|
|
2022
Q4 | – | Sell |
-107,298
| Closed | -$1.5K | – | 3679 |
|
|
2022
Q3 | $1.5K | Sell |
107,298
-49,398
| -32% | -$691 | ﹤0.01% | 1665 |
|
|
2022
Q2 | $3.44K | Sell |
156,696
-9,018
| -5% | -$198 | ﹤0.01% | 1352 |
|
|
2022
Q1 | $4.05M | Buy |
+165,714
| New | +$4.05M | ﹤0.01% | 1285 |
|
|
2021
Q3 | – | Sell |
-3,602
| Closed | -$220K | – | 3687 |
|
|
2021
Q2 | $220K | Sell |
3,602
-1,417
| -28% | -$86.5K | ﹤0.01% | 3048 |
|
|
2021
Q1 | $244K | Sell |
5,019
-54,196
| -92% | -$2.63M | ﹤0.01% | 2662 |
|
|
2020
Q4 | $2.25M | Buy |
59,215
+52,581
| +793% | +$2M | ﹤0.01% | 1480 |
|
|
2020
Q3 | $125K | Sell |
6,634
-3,118
| -32% | -$58.8K | ﹤0.01% | 2593 |
|
|
2020
Q2 | $161K | Buy |
9,752
+7,806
| +401% | +$129K | ﹤0.01% | 2492 |
|
|
2020
Q1 | $11K | Sell |
1,946
-137,908
| -99% | -$780K | ﹤0.01% | 3149 |
|
|
2019
Q4 | $1.49M | Buy |
139,854
+83,637
| +149% | +$892K | ﹤0.01% | 1686 |
|
|
2019
Q3 | $748K | Buy |
56,217
+18,700
| +50% | +$249K | ﹤0.01% | 1847 |
|
|
2019
Q2 | $603K | Buy |
37,517
+36,867
| +5,672% | +$593K | ﹤0.01% | 1946 |
|
|
2019
Q1 | $12K | Buy |
+650
| New | +$12K | ﹤0.01% | 3423 |
|