RJA
Raymond James & Associates’s Upwork UPWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25,357
| Closed | -$311K | – | 4025 |
|
|
2024
Q1 | $311K | Buy |
25,357
+4,370
| +21% | +$53.6K | ﹤0.01% | 3330 |
|
|
2023
Q4 | $312K | Buy |
+20,987
| New | +$312K | ﹤0.01% | 3236 |
|
|
2023
Q2 | – | Sell |
-178,038
| Closed | -$2.02M | – | 3896 |
|
|
2023
Q1 | $2.02M | Buy |
178,038
+3,914
| +2% | +$44.3K | ﹤0.01% | 2021 |
|
|
2022
Q4 | $1.82M | Buy |
174,124
+237
| +0.1% | +$2.47K | ﹤0.01% | 2045 |
|
|
2022
Q3 | $2.37M | Buy |
173,887
+8,939
| +5% | +$122K | ﹤0.01% | 1866 |
|
|
2022
Q2 | $3.41M | Sell |
164,948
-17,645
| -10% | -$365K | ﹤0.01% | 1660 |
|
|
2022
Q1 | $4.24M | Buy |
182,593
+5,978
| +3% | +$139K | ﹤0.01% | 1621 |
|
|
2021
Q4 | $6.03M | Buy |
176,615
+2,393
| +1% | +$81.7K | ﹤0.01% | 1428 |
|
|
2021
Q3 | $7.85M | Buy |
174,222
+45,701
| +36% | +$2.06M | 0.01% | 1199 |
|
|
2021
Q2 | $7.49M | Buy |
128,521
+40,281
| +46% | +$2.35M | 0.01% | 1232 |
|
|
2021
Q1 | $3.95M | Buy |
88,240
+63,582
| +258% | +$2.85M | ﹤0.01% | 1577 |
|
|
2020
Q4 | $851K | Buy |
24,658
+11,108
| +82% | +$383K | ﹤0.01% | 2436 |
|
|
2020
Q3 | $236K | Sell |
13,550
-60,920
| -82% | -$1.06M | ﹤0.01% | 3078 |
|
|
2020
Q2 | $1.08M | Buy |
+74,470
| New | +$1.08M | ﹤0.01% | 2110 |
|