SWM
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Selective Wealth Management’s Upwork UPWK Stock Holding History

Selective 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
2022
Q3 		– Sell
-600
Closed -$12K – 834
2022
Q2 		$12K Hold
600
– – ﹤0.01% 547
2022
Q1 		$14K Hold
600
– – 0.01% 494
2021
Q4 		$20K Buy
+600
New +$26.5K 0.01% 411

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JSP
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Baillie Gifford & Co
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Janus Henderson Group
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HRCM
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DAM
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GCP
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A
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T. Rowe Price Investment Management
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