Cape Investment Advisory’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05K | Sell |
78
-722
| -90% | -$9.7K | ﹤0.01% | 1032 |
|
|
2025
Q1 | $10.4K | Buy |
800
+500
| +167% | +$6.53K | ﹤0.01% | 594 |
|
|
2024
Q4 | $4.91K | Buy |
+300
| New | +$4.91K | ﹤0.01% | 748 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$2.27K | – | 1213 |
|
|
2023
Q3 | $2.27K | Hold |
200
| – | – | ﹤0.01% | 776 |
|
|
2023
Q2 | $1.87K | Hold |
200
| – | – | ﹤0.01% | 780 |
|
|
2023
Q1 | $2.26K | Buy |
+200
| New | +$2.26K | ﹤0.01% | 797 |
|