Transcend Capital Advisors’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-108,922
| Closed | -$1.14M | – | 637 |
|
|
2024
Q3 | $1.14M | Hold |
108,922
| – | – | 0.08% | 244 |
|
|
2024
Q2 | $1.17M | Hold |
108,922
| – | – | 0.08% | 229 |
|
|
2024
Q1 | $1.34M | Sell |
108,922
-29,082
| -21% | -$357K | 0.11% | 194 |
|
|
2023
Q4 | $2.05M | Sell |
138,004
-750
| -0.5% | -$11.2K | 0.18% | 131 |
|
|
2023
Q3 | $1.58M | Hold |
138,754
| – | – | 0.15% | 150 |
|
|
2023
Q2 | $1.3M | Sell |
138,754
-576
| -0.4% | -$5.38K | 0.12% | 176 |
|
|
2023
Q1 | $1.58M | Sell |
139,330
-1,999
| -1% | -$22.6K | 0.16% | 143 |
|
|
2022
Q4 | $1.48M | Buy |
141,329
+1,075
| +0.8% | +$11.2K | 0.16% | 151 |
|
|
2022
Q3 | $1.91M | Sell |
140,254
-700
| -0.5% | -$9.53K | 0.21% | 120 |
|
|
2022
Q2 | $2.92M | Sell |
140,954
-2,000
| -1% | -$41.4K | 0.3% | 84 |
|
|
2022
Q1 | $3.32M | Sell |
142,954
-36,775
| -20% | -$855K | 0.3% | 86 |
|
|
2021
Q4 | $6.14M | Sell |
179,729
-27,213
| -13% | -$930K | 0.54% | 35 |
|
|
2021
Q3 | $12M | Buy |
+206,942
| New | +$12M | 1.08% | 13 |
|
|
2021
Q2 | – | Sell |
-200,159
| Closed | -$8.96M | – | 425 |
|
|
2021
Q1 | $8.96M | Sell |
200,159
-518
| -0.3% | -$23.2K | 1.08% | 13 |
|
|
2020
Q4 | $6.93M | Sell |
200,677
-5,775
| -3% | -$199K | 0.91% | 15 |
|
|
2020
Q3 | $3.6M | Buy |
+206,452
| New | +$3.6M | 0.66% | 35 |
|