TWA
TCI Wealth Advisors’s Upwork UPWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-426
| Closed | -$4.45K | – | 2644 |
|
|
2022
Q4 | $4.45K | Buy |
+426
| New | +$4.45K | ﹤0.01% | 1602 |
|
|
2022
Q3 | – | Sell |
-152
| Closed | -$3K | – | 2595 |
|
|
2022
Q2 | $3K | Buy |
+152
| New | +$3K | ﹤0.01% | 1909 |
|
|
2022
Q1 | – | Sell |
-853
| Closed | -$29K | – | 2459 |
|
|
2021
Q4 | $29K | Sell |
853
-353
| -29% | -$12K | ﹤0.01% | 555 |
|
|
2021
Q3 | $54K | Buy |
1,206
+77
| +7% | +$3.45K | 0.01% | 380 |
|
|
2021
Q2 | $66K | Buy |
1,129
+190
| +20% | +$11.1K | 0.01% | 322 |
|
|
2021
Q1 | $42K | Buy |
939
+86
| +10% | +$3.85K | 0.02% | 368 |
|
|
2020
Q4 | $29K | Buy |
+853
| New | +$29K | 0.01% | 406 |
|