Wealth Enhancement Advisory Services
UPWK icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,597
Closed -$296K – 3875
2025
Q4 		$296K Buy
+14,597
New +$268K ﹤0.01% 2933
2024
Q3 		– Sell
-11,513
Closed -$124K – 2918
2024
Q2 		$124K Sell
11,513
-2,997
-21% -$34K ﹤0.01% 2377
2024
Q1 		$178K Buy
14,510
+1,556
+12% +$21.2K ﹤0.01% 2219
2023
Q4 		$193K Sell
12,954
-5,543
-30% -$71.5K ﹤0.01% 2096
2023
Q3 		$210K Buy
+18,497
New +$230K ﹤0.01% 1975

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