WealthSource Partners’s Upwork UPWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $949K | Sell |
63,802
-1,939
| -3% | -$28.8K | 0.06% | 209 |
|
|
2023
Q3 | $747K | Sell |
65,741
-1,332
| -2% | -$15.1K | 0.05% | 229 |
|
|
2023
Q2 | $626K | Buy |
67,073
+36,077
| +116% | +$337K | 0.04% | 267 |
|
|
2023
Q1 | $351K | Buy |
30,996
+2,343
| +8% | +$26.5K | 0.02% | 378 |
|
|
2022
Q4 | $299K | Buy |
28,653
+6,572
| +30% | +$68.6K | 0.02% | 397 |
|
|
2022
Q3 | $301K | Buy |
+22,081
| New | +$301K | 0.02% | 394 |
|
|
2022
Q1 | – | Sell |
-5,995
| Closed | -$205K | – | 619 |
|
|
2021
Q4 | $205K | Sell |
5,995
-7,017
| -54% | -$240K | 0.02% | 519 |
|
|
2021
Q3 | $586K | Buy |
13,012
+1,791
| +16% | +$80.7K | 0.05% | 261 |
|
|
2021
Q2 | $654K | Buy |
11,221
+2,004
| +22% | +$117K | 0.06% | 232 |
|
|
2021
Q1 | $413K | Buy |
9,217
+1,585
| +21% | +$71K | 0.04% | 274 |
|
|
2020
Q4 | $263K | Buy |
+7,632
| New | +$263K | 0.03% | 314 |
|