Cary Street Partners 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 | $3.36K | Hold |
250
| – | – | ﹤0.01% | 553 |
|
|
2025
Q1 | $3.26K | Hold |
250
| – | – | ﹤0.01% | 526 |
|
|
2024
Q4 | $4.09K | Buy |
+250
| New | +$4.09K | ﹤0.01% | 470 |
|
|
2023
Q3 | – | Sell |
-275
| Closed | -$2.57K | – | 1928 |
|
|
2023
Q2 | $2.57K | Hold |
275
| – | – | ﹤0.01% | 1555 |
|
|
2023
Q1 | $3.11K | Hold |
275
| – | – | ﹤0.01% | 1425 |
|
|
2022
Q4 | $2.87K | Buy |
+275
| New | +$2.87K | ﹤0.01% | 1449 |
|