KAS
UPWK icon

Kestra Advisory Services’s Upwork UPWK Stock Holding History

Kestra Advisory Services’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,308
Closed -$200K – 2990
2025
Q1 		$200K Buy
+15,308
New +$233K ﹤0.01% 2477
2021
Q4 		– Sell
-6,010
Closed -$271K – 2188
2021
Q3 		$271K Buy
6,010
+91
+2% +$4.43K ﹤0.01% 1756
2021
Q2 		$345K Buy
5,919
+953
+19% +$44.8K ﹤0.01% 1484
2021
Q1 		$222K Sell
4,966
-4,289
-46% -$198K ﹤0.01% 1668
2020
Q4 		$339K Sell
9,255
-2,195
-19% -$62.8K ﹤0.01% 1414
2020
Q3 		$200K Buy
+11,450
New +$171K ﹤0.01% 1296

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