Kestra Advisory Services’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,308
| Closed | -$200K | – | 2980 |
|
|
2025
Q1 | $200K | Buy |
+15,308
| New | +$200K | ﹤0.01% | 2476 |
|
|
2021
Q4 | – | Sell |
-6,010
| Closed | -$271K | – | 2188 |
|
|
2021
Q3 | $271K | Buy |
6,010
+91
| +2% | +$4.1K | ﹤0.01% | 1756 |
|
|
2021
Q2 | $345K | Buy |
5,919
+953
| +19% | +$55.5K | ﹤0.01% | 1484 |
|
|
2021
Q1 | $222K | Sell |
4,966
-4,289
| -46% | -$192K | ﹤0.01% | 1668 |
|
|
2020
Q4 | $339K | Sell |
9,255
-2,195
| -19% | -$80.4K | ﹤0.01% | 1414 |
|
|
2020
Q3 | $200K | Buy |
+11,450
| New | +$200K | ﹤0.01% | 1296 |
|