Advisory Services Network’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-211
| Closed | -$21.4K | – | 3668 |
|
|
2023
Q4 | $21.4K | Buy |
+211
| New | +$21.4K | ﹤0.01% | 2488 |
|
|
2023
Q2 | – | Sell |
-203
| Closed | -$20.8K | – | 3662 |
|
|
2023
Q1 | $20.8K | Hold |
203
| – | – | ﹤0.01% | 2512 |
|
|
2022
Q4 | $17K | Buy |
+203
| New | +$17K | ﹤0.01% | 2590 |
|
|
2021
Q3 | – | Sell |
-331
| Closed | -$37K | – | 3224 |
|
|
2021
Q2 | $37K | Buy |
+331
| New | +$37K | ﹤0.01% | 2155 |
|
|
2021
Q1 | – | Sell |
-266
| Closed | -$24K | – | 3166 |
|
|
2020
Q4 | $24K | Buy |
266
+66
| +33% | +$5.96K | ﹤0.01% | 2072 |
|
|
2020
Q3 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 2401 |
|
|
2019
Q4 | – | Sell |
-1,759
| Closed | -$102K | – | 3271 |
|
|
2019
Q3 | $102K | Hold |
1,759
| – | – | 0.01% | 1063 |
|
|
2019
Q2 | $102K | Hold |
1,759
| – | – | 0.01% | 1061 |
|
|
2019
Q1 | $89K | Buy |
+1,759
| New | +$89K | 0.01% | 1033 |
|