Bogle Investment Management’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-10,773
| Closed | -$372K | – | 112 |
|
2020
Q4 | $372K | Sell |
10,773
-12,827
| -54% | -$443K | 0.59% | 86 |
|
2020
Q3 | $412K | Sell |
23,600
-5,536
| -19% | -$96.6K | 0.12% | 171 |
|
2020
Q2 | $421K | Sell |
29,136
-468,785
| -94% | -$6.77M | 0.07% | 224 |
|
2020
Q1 | $3.21M | Buy |
497,921
+158,596
| +47% | +$1.02M | 0.34% | 96 |
|
2019
Q4 | $3.62M | Buy |
+339,325
| New | +$3.62M | 0.34% | 99 |
|