Cambridge Investment Research Advisors’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-54,365
| Closed | -$709K | – | 3761 |
|
|
2025
Q1 | $709K | Buy |
54,365
+34,534
| +174% | +$450K | ﹤0.01% | 2150 |
|
|
2024
Q4 | $324K | Buy |
+19,831
| New | +$324K | ﹤0.01% | 2774 |
|
|
2024
Q3 | – | Sell |
-32,714
| Closed | -$352K | – | 3529 |
|
|
2024
Q2 | $352K | Buy |
+32,714
| New | +$352K | ﹤0.01% | 2577 |
|
|
2022
Q1 | – | Sell |
-7,640
| Closed | -$261K | – | 3317 |
|
|
2021
Q4 | $261K | Buy |
7,640
+2,780
| +57% | +$95K | ﹤0.01% | 2668 |
|
|
2021
Q3 | $219K | Sell |
4,860
-65
| -1% | -$2.93K | ﹤0.01% | 2736 |
|
|
2021
Q2 | $287K | Sell |
4,925
-1,357
| -22% | -$79.1K | ﹤0.01% | 2506 |
|
|
2021
Q1 | $281K | Buy |
+6,282
| New | +$281K | ﹤0.01% | 2329 |
|