Glassman Wealth Services’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-139
| Closed | -$2.07K | – | 1741 |
|
|
2023
Q4 | $2.07K | Hold |
139
| – | – | ﹤0.01% | 1337 |
|
|
2023
Q3 | $1.58K | Hold |
139
| – | – | ﹤0.01% | 1408 |
|
|
2023
Q2 | $1.3K | Buy |
139
+117
| +532% | +$1.09K | ﹤0.01% | 1371 |
|
|
2023
Q1 | $249 | Hold |
22
| – | – | ﹤0.01% | 1750 |
|
|
2022
Q4 | $230 | Hold |
22
| – | – | ﹤0.01% | 1759 |
|
|
2022
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 1997 |
|
|
2022
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 2010 |
|
|
2022
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1538 |
|
|
2021
Q4 | $1K | Sell |
22
-37
| -63% | -$1.68K | ﹤0.01% | 1524 |
|
|
2021
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 1104 |
|
|
2021
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 1086 |
|
|
2021
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 1029 |
|
|
2020
Q4 | $2K | Hold |
59
| – | – | ﹤0.01% | 1110 |
|
|
2020
Q3 | $1K | Hold |
59
| – | – | ﹤0.01% | 1246 |
|
|
2020
Q2 | $1K | Buy |
+59
| New | +$1K | ﹤0.01% | 1126 |
|