Raymond James Trust’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-24,050
| Closed | -$272K | – | 1215 |
|
|
2023
Q1 | $272K | Sell |
24,050
-20
| -0.1% | -$226 | 0.01% | 914 |
|
|
2022
Q4 | $251K | Buy |
24,070
+2,020
| +9% | +$21.1K | 0.01% | 927 |
|
|
2022
Q3 | $300K | Buy |
22,050
+8,350
| +61% | +$114K | 0.01% | 788 |
|
|
2022
Q2 | $283K | Sell |
13,700
-1,050
| -7% | -$21.7K | 0.01% | 827 |
|
|
2022
Q1 | $343K | Buy |
14,750
+1,500
| +11% | +$34.9K | 0.01% | 807 |
|
|
2021
Q4 | $453K | Buy |
13,250
+4,083
| +45% | +$140K | 0.01% | 688 |
|
|
2021
Q3 | $413K | Buy |
9,167
+2,467
| +37% | +$111K | 0.01% | 695 |
|
|
2021
Q2 | $391K | Buy |
+6,700
| New | +$391K | 0.01% | 729 |
|