IFP 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 | $56.8K | Sell |
3,746
-242
| -6% | -$3.67K | ﹤0.01% | 1982 |
|
|
2025
Q1 | $52K | Buy |
3,988
+3,877
| +3,493% | +$50.6K | ﹤0.01% | 1874 |
|
|
2024
Q4 | $1.82K | Sell |
111
-1,850
| -94% | -$30.3K | ﹤0.01% | 3136 |
|
|
2024
Q3 | $20.5K | Buy |
1,961
+1,861
| +1,861% | +$19.4K | ﹤0.01% | 2137 |
|
|
2024
Q2 | $1.08K | Hold |
100
| – | – | ﹤0.01% | 2972 |
|
|
2024
Q1 | $1.23K | Hold |
100
| – | – | ﹤0.01% | 2811 |
|
|
2023
Q4 | $1.49K | Hold |
100
| – | – | ﹤0.01% | 2746 |
|
|
2023
Q3 | $1.14K | Hold |
100
| – | – | ﹤0.01% | 2978 |
|
|
2023
Q2 | $934 | Hold |
100
| – | – | ﹤0.01% | 3092 |
|
|
2023
Q1 | $2.12K | Sell |
100
-74
| -43% | -$1.57K | ﹤0.01% | 2880 |
|
|
2022
Q4 | $4K | Sell |
174
-25
| -13% | -$575 | ﹤0.01% | 3940 |
|
|
2022
Q3 | $5K | Buy |
199
+74
| +59% | +$1.86K | ﹤0.01% | 4065 |
|
|
2022
Q2 | $3K | Hold |
125
| – | – | ﹤0.01% | 4035 |
|
|
2022
Q1 | $3K | Sell |
125
-58
| -32% | -$1.39K | ﹤0.01% | 4035 |
|
|
2021
Q4 | $6K | Sell |
183
-17
| -9% | -$557 | ﹤0.01% | 2394 |
|
|
2021
Q3 | $10K | Sell |
200
-970
| -83% | -$48.5K | ﹤0.01% | 2236 |
|
|
2021
Q2 | $71K | Buy |
1,170
+970
| +485% | +$58.9K | ﹤0.01% | 1384 |
|
|
2021
Q1 | $8K | Buy |
200
+100
| +100% | +$4K | ﹤0.01% | 2225 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 2513 |
|
|
2020
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2500 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3713 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3633 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3599 |
|