WealthSource Partners’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $949K | Sell |
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|
2023
Q3 | $747K | Sell |
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|
2023
Q2 | $626K | Buy |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $301K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Sell |
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|
2021
Q3 | $586K | Buy |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $413K | Buy |
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|
2020
Q4 | $263K | Buy |
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