Concourse Financial Group Securities’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-321
| Closed | -$5.15K | – | 7949 |
|
|
2024
Q4 | $5.15K | Sell |
321
-186
| -37% | -$2.98K | ﹤0.01% | 1875 |
|
|
2024
Q3 | $5.3K | Sell |
507
-2,300
| -82% | -$24K | ﹤0.01% | 1848 |
|
|
2024
Q2 | $30.2K | Sell |
2,807
-7,649
| -73% | -$82.2K | ﹤0.01% | 1386 |
|
|
2024
Q1 | $128K | Buy |
10,456
+1,049
| +11% | +$12.9K | 0.01% | 830 |
|
|
2023
Q4 | $140K | Buy |
+9,407
| New | +$140K | 0.01% | 779 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7984 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7780 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7504 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7513 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7337 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7238 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7099 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6992 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6766 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6525 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6304 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6106 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5895 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5741 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5674 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5589 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5422 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5481 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5387 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5291 |
|