Waypoint Wealth Partners’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,475
| Closed | -$177K | – | 74 |
|
|
2024
Q1 | $177K | Hold |
14,475
| – | – | 0.05% | 70 |
|
|
2023
Q4 | $215K | Hold |
14,475
| – | – | 0.07% | 69 |
|
|
2023
Q3 | $164K | Hold |
14,475
| – | – | 0.06% | 73 |
|
|
2023
Q2 | $135K | Hold |
14,475
| – | – | 0.05% | 69 |
|
|
2023
Q1 | $164K | Hold |
14,475
| – | – | 0.06% | 67 |
|
|
2022
Q4 | $151K | Hold |
14,475
| – | – | 0.06% | 61 |
|
|
2022
Q3 | $197K | Hold |
14,475
| – | – | 0.08% | 60 |
|
|
2022
Q2 | $299K | Buy |
+14,475
| New | +$299K | 0.11% | 44 |
|