Arax Advisory Partners’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19K | Buy |
32
+12
| +60% | +$822 | ﹤0.01% | 2543 |
|
|
2025
Q1 | $1.52K | Hold |
20
| – | – | ﹤0.01% | 2168 |
|
|
2024
Q4 | $2.19K | Hold |
20
| – | – | ﹤0.01% | 1992 |
|
|
2024
Q3 | $1.58K | Sell |
20
-700
| -97% | -$55.4K | ﹤0.01% | 2128 |
|
|
2024
Q2 | $52.6K | Sell |
720
-3,335
| -82% | -$243K | 0.01% | 638 |
|
|
2024
Q1 | $344K | Buy |
4,055
+1,911
| +89% | +$162K | 0.04% | 229 |
|
|
2023
Q4 | $218K | Buy |
2,144
+27
| +1% | +$2.74K | 0.02% | 277 |
|
|
2023
Q3 | $215K | Buy |
2,117
+1,531
| +261% | +$155K | 0.03% | 248 |
|
|
2023
Q2 | $59.6K | Sell |
586
-15
| -2% | -$1.53K | 0.01% | 439 |
|
|
2023
Q1 | $61.5K | Hold |
601
| – | – | 0.01% | 425 |
|
|
2022
Q4 | $50.5K | Buy |
601
+14
| +2% | +$1.18K | 0.01% | 446 |
|
|
2022
Q3 | $46K | Sell |
587
-16
| -3% | -$1.25K | 0.01% | 444 |
|
|
2022
Q2 | $40K | Buy |
603
+47
| +8% | +$3.12K | 0.01% | 459 |
|
|
2022
Q1 | $66K | Buy |
556
+315
| +131% | +$37.4K | 0.01% | 412 |
|
|
2021
Q4 | $31K | Buy |
241
+70
| +41% | +$9K | ﹤0.01% | 525 |
|
|
2021
Q3 | $24K | Hold |
171
| – | – | ﹤0.01% | 546 |
|
|
2021
Q2 | $19K | Buy |
+171
| New | +$19K | ﹤0.01% | 588 |
|