Steward Partners Investment Advisory’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97K | Hold |
295
| – | – | ﹤0.01% | 3550 |
|
|
2025
Q1 | $3.85K | Hold |
295
| – | – | ﹤0.01% | 3461 |
|
|
2024
Q4 | $4.82K | Buy |
+295
| New | +$4.82K | ﹤0.01% | 3376 |
|
|
2024
Q1 | – | Sell |
-150
| Closed | -$2.23K | – | 3676 |
|
|
2023
Q4 | $2.23K | Buy |
+150
| New | +$2.23K | ﹤0.01% | 3181 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$34K | – | 3384 |
|
|
2021
Q4 | $34K | Hold |
1,000
| – | – | ﹤0.01% | 2089 |
|
|
2021
Q3 | $45K | Hold |
1,000
| – | – | ﹤0.01% | 1965 |
|
|
2021
Q2 | $58K | Sell |
1,000
-270
| -21% | -$15.7K | ﹤0.01% | 3017 |
|
|
2021
Q1 | $56.9K | Sell |
1,270
-730
| -37% | -$32.7K | ﹤0.01% | 1919 |
|
|
2020
Q4 | $69K | Buy |
2,000
+1,000
| +100% | +$34.5K | ﹤0.01% | 1521 |
|
|
2020
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 1951 |
|
|
2020
Q2 | $14K | Buy |
+1,000
| New | +$14K | ﹤0.01% | 1913 |
|