J. Goldman & Co’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-82,734
| Closed | -$1.01M | – | 460 |
|
|
2024
Q1 | $1.01M | Buy |
+82,734
| New | +$1.01M | 0.03% | 184 |
|
|
2023
Q4 | – | Sell |
-27,750
| Closed | -$315K | – | 352 |
|
|
2023
Q3 | $315K | Buy |
+27,750
| New | +$315K | 0.01% | 191 |
|
|
2023
Q2 | – | Sell |
-131,705
| Closed | -$1.49M | – | 381 |
|
|
2023
Q1 | $1.49M | Buy |
+131,705
| New | +$1.49M | 0.06% | 156 |
|
|
2022
Q4 | – | Sell |
-15,075
| Closed | -$205K | – | 373 |
|
|
2022
Q3 | $205K | Buy |
+15,075
| New | +$205K | 0.01% | 236 |
|
|
2021
Q2 | – | Sell |
-12,685
| Closed | -$568K | – | 422 |
|
|
2021
Q1 | $568K | Buy |
+12,685
| New | +$568K | 0.02% | 265 |
|
|
2020
Q3 | – | Sell |
-141,696
| Closed | -$2.05M | – | 299 |
|
|
2020
Q2 | $2.05M | Sell |
141,696
-698,974
| -83% | -$10.1M | 0.13% | 118 |
|
|
2020
Q1 | $5.42M | Buy |
+840,670
| New | +$5.42M | 0.65% | 27 |
|