Atria Wealth Solutions’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,162
| Closed | -$237K | – | 2065 |
|
|
2024
Q4 | $237K | Buy |
+2,162
| New | +$237K | ﹤0.01% | 1680 |
|
|
2024
Q2 | – | Sell |
-2,395
| Closed | -$203K | – | 2049 |
|
|
2024
Q1 | $203K | Sell |
2,395
-80
| -3% | -$6.78K | ﹤0.01% | 1813 |
|
|
2023
Q4 | $251K | Buy |
2,475
+13
| +0.5% | +$1.32K | ﹤0.01% | 1614 |
|
|
2023
Q3 | $249K | Sell |
2,462
-50
| -2% | -$5.07K | ﹤0.01% | 1529 |
|
|
2023
Q2 | $255K | Sell |
2,512
-7
| -0.3% | -$712 | ﹤0.01% | 1532 |
|
|
2023
Q1 | $258K | Sell |
2,519
-133
| -5% | -$13.6K | ﹤0.01% | 1503 |
|
|
2022
Q4 | $223K | Sell |
2,652
-442
| -14% | -$37.1K | ﹤0.01% | 1533 |
|
|
2022
Q3 | $241K | Buy |
+3,094
| New | +$241K | ﹤0.01% | 1438 |
|
|
2022
Q2 | – | Sell |
-1,937
| Closed | -$229K | – | 1874 |
|
|
2022
Q1 | $229K | Buy |
+1,937
| New | +$229K | ﹤0.01% | 1491 |
|