EWM
Edge Wealth Management’s Upwork UPWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,000
| Closed | -$224K | – | 457 |
|
|
2021
Q1 | $224K | Sell |
5,000
-2,500
| -33% | -$112K | 0.05% | 91 |
|
|
2020
Q4 | $260K | Sell |
7,500
-8,073
| -52% | -$280K | 0.06% | 85 |
|
|
2020
Q3 | $272K | Sell |
15,573
-139,098
| -90% | -$2.43M | 0.06% | 91 |
|
|
2020
Q2 | $2.23M | Buy |
154,671
+64,494
| +72% | +$931K | 0.42% | 47 |
|
|
2020
Q1 | $572K | Hold |
90,177
| – | – | 0.12% | 86 |
|
|
2019
Q4 | $959K | Buy |
90,177
+28,927
| +47% | +$308K | 0.19% | 71 |
|
|
2019
Q3 | $814K | Buy |
+61,250
| New | +$814K | 0.19% | 77 |
|
|
2019
Q2 | – | Sell |
-14,935
| Closed | -$284K | – | 619 |
|
|
2019
Q1 | $284K | Buy |
14,935
+1,000
| +7% | +$19K | 0.07% | 113 |
|
|
2018
Q4 | $252K | Buy |
+13,935
| New | +$252K | 0.07% | 119 |
|