Northwest & Ethical Investments’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-117,387
| Closed | -$1.33M | – | 407 |
|
|
2023
Q3 | $1.33M | Sell |
117,387
-92,954
| -44% | -$1.06M | 0.04% | 254 |
|
|
2023
Q2 | $1.96M | Buy |
210,341
+9,205
| +5% | +$86K | 0.06% | 246 |
|
|
2023
Q1 | $2.28M | Hold |
201,136
| – | – | 0.08% | 241 |
|
|
2022
Q4 | $2.1M | Buy |
201,136
+18,927
| +10% | +$198K | 0.07% | 240 |
|
|
2022
Q3 | $2.48M | Hold |
182,209
| – | – | 0.1% | 214 |
|
|
2022
Q2 | $3.77M | Buy |
182,209
+7,603
| +4% | +$157K | 0.14% | 180 |
|
|
2022
Q1 | $4.06M | Buy |
174,606
+114,906
| +192% | +$2.67M | 0.13% | 189 |
|
|
2021
Q4 | $2.04M | Buy |
+59,700
| New | +$2.04M | 0.06% | 240 |
|