Kelleher Financial Advisors’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,950
| Closed | -$339K | – | 125 |
|
|
2021
Q4 | $339K | Hold |
9,950
| – | – | 0.18% | 87 |
|
|
2021
Q3 | $448K | Buy |
9,950
+3,000
| +43% | +$135K | 0.2% | 103 |
|
|
2021
Q2 | $405K | Hold |
6,950
| – | – | 0.23% | 77 |
|
|
2021
Q1 | $311K | Sell |
6,950
-3,200
| -32% | -$143K | 0.2% | 82 |
|
|
2020
Q4 | $350K | Sell |
10,150
-2,800
| -22% | -$96.6K | 0.26% | 71 |
|
|
2020
Q3 | $225K | Buy |
+12,950
| New | +$225K | 0.19% | 85 |
|