CIM 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
Q4 | – | Sell |
-5,240
| Closed | -$236K | – | 316 |
|
|
2021
Q3 | $236K | Hold |
5,240
| – | – | 0.07% | 246 |
|
|
2021
Q2 | $305K | Hold |
5,240
| – | – | 0.09% | 203 |
|
|
2021
Q1 | $235K | Sell |
5,240
-5,871
| -53% | -$263K | 0.07% | 259 |
|
|
2020
Q4 | $384K | Sell |
11,111
-11,116
| -50% | -$384K | 0.12% | 169 |
|
|
2020
Q3 | $388K | Buy |
22,227
+8,707
| +64% | +$152K | 0.15% | 133 |
|
|
2020
Q2 | $195K | Buy |
13,520
+2,296
| +20% | +$33.1K | 0.08% | 223 |
|
|
2020
Q1 | $72K | Hold |
11,224
| – | – | 0.04% | 188 |
|
|
2019
Q4 | $120K | Buy |
+11,224
| New | +$120K | 0.05% | 229 |
|