Spearhead Capital Advisors’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-9,778
| Closed | -$202K | – | 157 |
|
2022
Q2 | $202K | Sell |
9,778
-152
| -2% | -$3.14K | 0.03% | 174 |
|
2022
Q1 | $231K | Buy |
9,930
+7
| +0.1% | +$163 | 0.03% | 172 |
|
2021
Q4 | $339K | Buy |
9,923
+94
| +1% | +$3.21K | 0.04% | 138 |
|
2021
Q3 | $443K | Sell |
9,829
-59
| -0.6% | -$2.66K | 0.06% | 112 |
|
2021
Q2 | $576K | Buy |
9,888
+1,037
| +12% | +$60.4K | 0.08% | 85 |
|
2021
Q1 | $396K | Buy |
+8,851
| New | +$396K | 0.06% | 100 |
|