Raymond James Financial Services Advisors’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $200K | Sell |
19,125
-13,693
| -42% | -$143K | ﹤0.01% | 3183 |
|
|
2024
Q2 | $353K | Buy |
+32,818
| New | +$353K | ﹤0.01% | 2772 |
|
|
2021
Q4 | – | Sell |
-7,518
| Closed | -$339K | – | 3350 |
|
|
2021
Q3 | $339K | Buy |
7,518
+942
| +14% | +$42.5K | ﹤0.01% | 2613 |
|
|
2021
Q2 | $383K | Sell |
6,576
-161
| -2% | -$9.38K | ﹤0.01% | 2549 |
|
|
2021
Q1 | $302K | Buy |
+6,737
| New | +$302K | ﹤0.01% | 2623 |
|
|
2020
Q3 | – | Sell |
-10,768
| Closed | -$155K | – | 2921 |
|
|
2020
Q2 | $155K | Buy |
+10,768
| New | +$155K | ﹤0.01% | 2544 |
|