Spire Wealth Management’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
-100
Closed -$2K 2599
2022
Q2
$2K Sell
100
-100
-50% -$2K ﹤0.01% 2404
2022
Q1
$5K Hold
200
﹤0.01% 2251
2021
Q4
$7K Sell
200
-1,000
-83% -$35K ﹤0.01% 2499
2021
Q3
$54K Sell
1,200
-1,500
-56% -$67.5K ﹤0.01% 1446
2021
Q2
$157K Sell
2,700
-600
-18% -$34.9K ﹤0.01% 1021
2021
Q1
$148K Buy
+3,300
New +$148K ﹤0.01% 1200