Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Upwork UPWK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,513
Closed -$124K – 2750
2024
Q2 		$124K Sell
11,513
-2,997
-21% -$32.2K ﹤0.01% 2368
2024
Q1 		$178K Buy
14,510
+1,556
+12% +$19.1K ﹤0.01% 2219
2023
Q4 		$193K Sell
12,954
-5,543
-30% -$82.4K ﹤0.01% 2092
2023
Q3 		$210K Buy
+18,497
New +$210K ﹤0.01% 1967