Diversified Trust’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,713
| Closed | -$180K | – | 943 |
|
|
2024
Q1 | $180K | Sell |
14,713
-1,642
| -10% | -$20.1K | 0.01% | 760 |
|
|
2023
Q4 | $243K | Sell |
16,355
-2,326
| -12% | -$34.6K | 0.01% | 721 |
|
|
2023
Q3 | $212K | Sell |
18,681
-9,073
| -33% | -$103K | 0.01% | 731 |
|
|
2023
Q2 | $259K | Buy |
27,754
+11,721
| +73% | +$109K | 0.01% | 686 |
|
|
2023
Q1 | $181K | Buy |
+16,033
| New | +$181K | 0.01% | 761 |
|