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SeaCrest Wealth Management’s Upwork UPWK Stock Holding History

SeaCrest Wealth Management’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,647
Closed -$201K – 671
2025
Q4 		$201K Sell
9,647
-353
-4% -$6.47K 0.02% 602
2025
Q3 		$179K Sell
10,000
-800
-7% -$11.9K 0.02% 607
2025
Q2 		$145K Buy
10,800
+800
+8% +$11.5K 0.02% 598
2025
Q1 		$131K Hold
10,000
– – 0.01% 640
2024
Q4 		$164K Hold
10,000
– – 0.02% 629
2024
Q3 		$105K Hold
10,000
– – 0.01% 636
2024
Q2 		$108K Hold
10,000
– – 0.01% 595
2024
Q1 		$123K Hold
10,000
– – 0.02% 587
2023
Q4 		$141K Sell
10,000
-154
-2% -$1.99K 0.02% 595
2023
Q3 		$115K Sell
10,154
-216
-2% -$2.68K 0.02% 599
2023
Q2 		$96.9K Hold
10,370
– – 0.01% 610
2023
Q1 		$117K Hold
10,370
– – 0.02% 606
2022
Q4 		$108K Sell
10,370
-900
-8% -$11.1K 0.02% 609
2022
Q3 		$153K Hold
11,270
– – 0.02% 568
2022
Q2 		$233K Buy
+11,270
New +$222K 0.03% 551

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