TWD
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True Wealth Design’s Upwork UPWK Stock Holding History

True Wealth Design’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.26K Buy
168
+10
+6% +$134 ﹤0.01% 1135
2025
Q1 		$2.06K Buy
158
+81
+105% +$1.06K ﹤0.01% 1002
2024
Q4 		$1.26K Hold
77
– – ﹤0.01% 864
2024
Q3 		$805 Buy
+77
New +$805 ﹤0.01% 1015