CAPTRUST Financial Advisors’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,711
| Closed | -$56K | – | 3958 |
|
|
2022
Q2 | $56K | Sell |
2,711
-25
| -0.9% | -$516 | ﹤0.01% | 2657 |
|
|
2022
Q1 | $64K | Sell |
2,736
-51
| -2% | -$1.19K | ﹤0.01% | 2609 |
|
|
2021
Q4 | $95K | Sell |
2,787
-925
| -25% | -$31.5K | ﹤0.01% | 2204 |
|
|
2021
Q3 | $167K | Buy |
3,712
+2,262
| +156% | +$102K | ﹤0.01% | 1695 |
|
|
2021
Q2 | $85K | Buy |
1,450
+968
| +201% | +$56.7K | ﹤0.01% | 2152 |
|
|
2021
Q1 | $22K | Buy |
482
+472
| +4,720% | +$21.5K | ﹤0.01% | 2946 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 3517 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 3243 |
|
|
2020
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2899 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$9K | – | 1896 |
|
|
2018
Q4 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 1249 |
|