Kings Point Capital Management’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $12K | Sell |
533
-30
| -5% | -$675 | ﹤0.01% | 545 |
|
|
2021
Q4 | $19K | Buy |
563
+10
| +2% | +$337 | ﹤0.01% | 543 |
|
|
2021
Q3 | $25K | Hold |
553
| – | – | ﹤0.01% | 451 |
|
|
2021
Q2 | $32K | Hold |
553
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $25K | Buy |
553
+20
| +4% | +$904 | ﹤0.01% | 411 |
|
|
2020
Q4 | $18K | Buy |
+533
| New | +$18K | ﹤0.01% | 432 |
|