Benjamin F. Edwards & Company’s Upwork UPWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1K | Sell |
100
-414
| -81% | -$4.14K | ﹤0.01% | 2113 |
|
|
2024
Q1 | $6K | Sell |
514
-350
| -41% | -$4.09K | ﹤0.01% | 1835 |
|
|
2023
Q4 | $13K | Sell |
864
-1,166
| -57% | -$17.5K | ﹤0.01% | 1599 |
|
|
2023
Q3 | $23K | Sell |
2,030
-334
| -14% | -$3.78K | ﹤0.01% | 1236 |
|
|
2023
Q2 | $22K | Sell |
2,364
-1,081
| -31% | -$10.1K | ﹤0.01% | 1257 |
|
|
2023
Q1 | $39K | Sell |
3,445
-2,150
| -38% | -$24.3K | ﹤0.01% | 1154 |
|
|
2022
Q4 | $58K | Sell |
5,595
-511
| -8% | -$5.3K | ﹤0.01% | 1046 |
|
|
2022
Q3 | $83K | Sell |
6,106
-2,000
| -25% | -$27.2K | ﹤0.01% | 919 |
|
|
2022
Q2 | $168K | Sell |
8,106
-758
| -9% | -$15.7K | 0.01% | 716 |
|
|
2022
Q1 | $206K | Sell |
8,864
-24
| -0.3% | -$558 | 0.01% | 679 |
|
|
2021
Q4 | $304K | Sell |
8,888
-2
| -0% | -$68 | 0.01% | 578 |
|
|
2021
Q3 | $400K | Hold |
8,890
| – | – | 0.02% | 493 |
|
|
2021
Q2 | $518K | Hold |
8,890
| – | – | 0.03% | 443 |
|
|
2021
Q1 | $398K | Buy |
8,890
+1,500
| +20% | +$67.2K | 0.02% | 509 |
|
|
2020
Q4 | $255K | Sell |
7,390
-275
| -4% | -$9.49K | 0.02% | 576 |
|
|
2020
Q3 | $134K | Buy |
7,665
+581
| +8% | +$10.2K | 0.01% | 683 |
|
|
2020
Q2 | $102K | Buy |
7,084
+2,125
| +43% | +$30.6K | 0.01% | 735 |
|
|
2020
Q1 | $32K | Buy |
4,959
+2,788
| +128% | +$18K | ﹤0.01% | 950 |
|
|
2019
Q4 | $23K | Sell |
2,171
-1,550
| -42% | -$16.4K | ﹤0.01% | 1200 |
|
|
2019
Q3 | $50K | Sell |
3,721
-1,125
| -23% | -$15.1K | ﹤0.01% | 934 |
|
|
2019
Q2 | $78K | Buy |
4,846
+3,196
| +194% | +$51.4K | 0.01% | 776 |
|
|
2019
Q1 | $32K | Sell |
1,650
-200
| -11% | -$3.88K | ﹤0.01% | 1000 |
|
|
2018
Q4 | $34K | Buy |
+1,850
| New | +$34K | ﹤0.01% | 940 |
|