Atria Investments’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
4,629
+293
| +7% | +$20.1K | ﹤0.01% | 1687 |
|
|
2025
Q1 | $329K | Buy |
4,336
+212
| +5% | +$16.1K | ﹤0.01% | 1572 |
|
|
2024
Q4 | $452K | Sell |
4,124
-443
| -10% | -$48.5K | 0.01% | 1370 |
|
|
2024
Q3 | $361K | Sell |
4,567
-431
| -9% | -$34.1K | ﹤0.01% | 1511 |
|
|
2024
Q2 | $365K | Buy |
+4,998
| New | +$365K | ﹤0.01% | 1473 |
|