First Trust 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 | $4.18M | Buy |
311,099
+242,516
| +354% | +$3.26M | ﹤0.01% | 1444 |
|
|
2025
Q1 | $895K | Sell |
68,583
-175,184
| -72% | -$2.29M | ﹤0.01% | 2081 |
|
|
2024
Q4 | $3.99M | Buy |
243,767
+204,596
| +522% | +$3.35M | ﹤0.01% | 1482 |
|
|
2024
Q3 | $409K | Buy |
39,171
+6,950
| +22% | +$72.6K | ﹤0.01% | 2212 |
|
|
2024
Q2 | $346K | Buy |
+32,221
| New | +$346K | ﹤0.01% | 2184 |
|
|
2022
Q4 | – | Sell |
-50,949
| Closed | -$694K | – | 2564 |
|
|
2022
Q3 | $694K | Buy |
50,949
+36,353
| +249% | +$495K | ﹤0.01% | 2113 |
|
|
2022
Q2 | $302K | Sell |
14,596
-4,129
| -22% | -$85.4K | ﹤0.01% | 2301 |
|
|
2022
Q1 | $435K | Sell |
18,725
-32,207
| -63% | -$748K | ﹤0.01% | 2285 |
|
|
2021
Q4 | $1.74M | Sell |
50,932
-84,697
| -62% | -$2.89M | ﹤0.01% | 1840 |
|
|
2021
Q3 | $6.11M | Sell |
135,629
-21,920
| -14% | -$987K | 0.01% | 1192 |
|
|
2021
Q2 | $9.18M | Buy |
157,549
+6,840
| +5% | +$399K | 0.01% | 1024 |
|
|
2021
Q1 | $6.75M | Buy |
150,709
+20,044
| +15% | +$897K | 0.01% | 1087 |
|
|
2020
Q4 | $4.51M | Buy |
+130,665
| New | +$4.51M | 0.01% | 1132 |
|
|
2019
Q2 | – | Sell |
-89,421
| Closed | -$1.71M | – | 2507 |
|
|
2019
Q1 | $1.71M | Buy |
+89,421
| New | +$1.71M | ﹤0.01% | 1622 |
|