Advisor Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $11K | Buy |
254
+44
| +21% | +$1.91K | ﹤0.01% | 4299 |
|
|
2019
Q3 | $9K | Sell |
210
-500
| -70% | -$21.4K | ﹤0.01% | 4398 |
|
|
2019
Q2 | $41K | Hold |
710
| – | – | ﹤0.01% | 3509 |
|
|
2019
Q1 | $36K | Hold |
710
| – | – | ﹤0.01% | 3605 |
|
|
2018
Q4 | $26K | Buy |
710
+500
| +238% | +$18.3K | ﹤0.01% | 3633 |
|
|
2018
Q3 | $8K | Buy |
+210
| New | +$8K | ﹤0.01% | 4396 |
|
|
2018
Q2 | – | Sell |
-187
| Closed | -$4K | – | 5038 |
|
|
2018
Q1 | $4K | Buy |
+187
| New | +$4K | ﹤0.01% | 4503 |
|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$38K | – | 4947 |
|
|
2017
Q2 | $38K | Sell |
2,000
-3,700
| -65% | -$70.3K | ﹤0.01% | 3031 |
|
|
2017
Q1 | $89K | Hold |
5,700
| – | – | ﹤0.01% | 2250 |
|
|
2016
Q4 | $78K | Hold |
5,700
| – | – | ﹤0.01% | 2249 |
|
|
2016
Q3 | $103K | Buy |
5,700
+2,200
| +63% | +$39.8K | ﹤0.01% | 1984 |
|
|
2016
Q2 | $47K | Buy |
+3,500
| New | +$47K | ﹤0.01% | 2460 |
|