Financial Advocates Investment Management’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,895
| Closed | -$207K | – | 787 |
|
|
2022
Q1 | $207K | Hold |
8,895
| – | – | 0.01% | 678 |
|
|
2021
Q4 | $304K | Buy |
8,895
+20
| +0.2% | +$684 | 0.02% | 625 |
|
|
2021
Q3 | $400K | Hold |
8,875
| – | – | 0.03% | 531 |
|
|
2021
Q2 | $517K | Sell |
8,875
-550
| -6% | -$32K | 0.03% | 464 |
|
|
2021
Q1 | $422K | Buy |
9,425
+500
| +6% | +$22.4K | 0.03% | 511 |
|
|
2020
Q4 | $308K | Buy |
+8,925
| New | +$308K | 0.02% | 557 |
|
|
2020
Q3 | – | Sell |
-10,150
| Closed | -$147K | – | 667 |
|
|
2020
Q2 | $147K | Sell |
10,150
-200
| -2% | -$2.9K | 0.01% | 566 |
|
|
2020
Q1 | $67K | Sell |
10,350
-1,675
| -14% | -$10.8K | 0.01% | 459 |
|
|
2019
Q4 | $128K | Sell |
12,025
-1,800
| -13% | -$19.2K | 0.01% | 495 |
|
|
2019
Q3 | $184K | Buy |
13,825
+550
| +4% | +$7.32K | 0.02% | 462 |
|
|
2019
Q2 | $213K | Buy |
13,275
+550
| +4% | +$8.83K | 0.02% | 439 |
|
|
2019
Q1 | $244K | Sell |
12,725
-100
| -0.8% | -$1.92K | 0.03% | 397 |
|
|
2018
Q4 | $232K | Buy |
+12,825
| New | +$232K | 0.03% | 385 |
|