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Spire Wealth Management’s Upwork UPWK Stock Holding History

Spire 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
-734
Closed -$14.5K – 2406
2025
Q4 		$14.5K Buy
+734
New +$13.5K ﹤0.01% 1593
2022
Q3 		– Sell
-100
Closed -$2K – 2600
2022
Q2 		$2K Sell
100
-100
-50% -$1.97K ﹤0.01% 2405
2022
Q1 		$5K Hold
200
– – ﹤0.01% 2251
2021
Q4 		$7K Sell
200
-1,000
-83% -$44.2K ﹤0.01% 2499
2021
Q3 		$54K Sell
1,200
-1,500
-56% -$73.1K ﹤0.01% 1446
2021
Q2 		$157K Sell
2,700
-600
-18% -$28.2K ﹤0.01% 1021
2021
Q1 		$148K Buy
+3,300
New +$152K ﹤0.01% 1200

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