Advisornet Financial’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15
| Closed | -$1.1K | – | 2266 |
|
|
2024
Q2 | $1.1K | Buy |
15
+5
| +50% | +$365 | ﹤0.01% | 1770 |
|
|
2024
Q1 | $848 | Sell |
10
-11
| -52% | -$933 | ﹤0.01% | 1801 |
|
|
2023
Q4 | $2.13K | Sell |
21
-1
| -5% | -$102 | ﹤0.01% | 1695 |
|
|
2023
Q3 | $2.23K | Hold |
22
| – | – | ﹤0.01% | 1608 |
|
|
2023
Q2 | $2.24K | Sell |
22
-27
| -55% | -$2.75K | ﹤0.01% | 1688 |
|
|
2023
Q1 | $5.02K | Buy |
49
+2
| +4% | +$205 | ﹤0.01% | 1481 |
|
|
2022
Q4 | $3.95K | Sell |
47
-13
| -22% | -$1.09K | ﹤0.01% | 1519 |
|
|
2022
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 1507 |
|
|
2022
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 1574 |
|
|
2022
Q1 | $7K | Buy |
60
+15
| +33% | +$1.75K | ﹤0.01% | 1536 |
|
|
2021
Q4 | $6K | Sell |
45
-7
| -13% | -$933 | ﹤0.01% | 1611 |
|
|
2021
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 1549 |
|
|
2021
Q2 | $6K | Buy |
52
+15
| +41% | +$1.73K | ﹤0.01% | 1529 |
|
|
2021
Q1 | $3K | Sell |
37
-42
| -53% | -$3.41K | ﹤0.01% | 1592 |
|
|
2020
Q4 | $7K | Sell |
79
-11
| -12% | -$975 | ﹤0.01% | 1370 |
|
|
2020
Q3 | $5K | Buy |
90
+1
| +1% | +$56 | ﹤0.01% | 1423 |
|
|
2020
Q2 | $5K | Buy |
89
+15
| +20% | +$843 | ﹤0.01% | 1449 |
|
|
2020
Q1 | $2K | Buy |
74
+33
| +80% | +$892 | ﹤0.01% | 1597 |
|
|
2019
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 1698 |
|