Williams Jones Wealth Management’s Upwork UPWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,111
| Closed | -$415K | – | 516 |
|
|
2021
Q2 | $415K | Sell |
7,111
-4,799
| -40% | -$280K | 0.01% | 346 |
|
|
2021
Q1 | $533K | Buy |
11,910
+1,710
| +17% | +$76.5K | 0.01% | 304 |
|
|
2020
Q4 | $352K | Buy |
+10,200
| New | +$352K | 0.01% | 341 |
|
|
2020
Q3 | – | Sell |
-13,000
| Closed | -$188K | – | 455 |
|
|
2020
Q2 | $188K | Buy |
+13,000
| New | +$188K | ﹤0.01% | 381 |
|