Oppenheimer & Co’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 |
-7,400
| Closed | -$253K | – | 1591 |
|
|
2021
Q4 | $253K | Sell |
7,400
-2,000
| -21% | -$68.4K | ﹤0.01% | 1297 |
|
|
2021
Q3 | $423K | Hold |
9,400
| – | – | 0.01% | 1086 |
|
|
2021
Q2 | $548K | Sell |
9,400
-100
| -1% | -$5.83K | 0.01% | 990 |
|
|
2021
Q1 | $425K | Sell |
9,500
-10,500
| -53% | -$470K | 0.01% | 1031 |
|
|
2020
Q4 | $691K | Sell |
20,000
-2,000
| -9% | -$69.1K | 0.01% | 774 |
|
|
2020
Q3 | $384K | Buy |
22,000
+4,000
| +22% | +$69.8K | 0.01% | 896 |
|
|
2020
Q2 | $260K | Buy |
+18,000
| New | +$260K | 0.01% | 1011 |
|