Clearstead 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 | $1.72K | Sell |
128
-326
| -72% | -$4.38K | ﹤0.01% | 2350 |
|
|
2025
Q1 | $5.93K | Buy |
+454
| New | +$5.93K | ﹤0.01% | 1711 |
|
|
2024
Q3 | – | Sell |
-704
| Closed | -$7.57K | – | 2111 |
|
|
2024
Q2 | $7.57K | Hold |
704
| – | – | ﹤0.01% | 1601 |
|
|
2024
Q1 | $8.5K | Buy |
704
+383
| +119% | +$4.62K | ﹤0.01% | 1086 |
|
|
2023
Q4 | $4.77K | Buy |
321
+157
| +96% | +$2.34K | ﹤0.01% | 1165 |
|
|
2023
Q3 | $1.86K | Buy |
164
+82
| +100% | +$932 | ﹤0.01% | 1412 |
|
|
2023
Q2 | $766 | Hold |
82
| – | – | ﹤0.01% | 1274 |
|
|
2023
Q1 | $929 | Sell |
82
-268
| -77% | -$3.04K | ﹤0.01% | 1252 |
|
|
2022
Q4 | $3.65K | Hold |
350
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q3 | $5K | Hold |
350
| – | – | ﹤0.01% | 980 |
|
|
2022
Q2 | $7K | Hold |
350
| – | – | ﹤0.01% | 968 |
|
|
2022
Q1 | $8K | Hold |
350
| – | – | ﹤0.01% | 1021 |
|
|
2021
Q4 | $12K | Hold |
350
| – | – | ﹤0.01% | 911 |
|
|
2021
Q3 | $16K | Sell |
350
-150
| -30% | -$6.86K | ﹤0.01% | 871 |
|
|
2021
Q2 | $29K | Hold |
500
| – | – | ﹤0.01% | 644 |
|
|
2021
Q1 | $22K | Hold |
500
| – | – | ﹤0.01% | 664 |
|
|
2020
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 655 |
|
|
2020
Q3 | $9K | Buy |
500
+150
| +43% | +$2.7K | ﹤0.01% | 683 |
|
|
2020
Q2 | $5K | Hold |
350
| – | – | ﹤0.01% | 678 |
|
|
2020
Q1 | $2K | Buy |
+350
| New | +$2K | ﹤0.01% | 736 |
|