Baystate Wealth Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $914 | Hold |
9
| – | – | ﹤0.01% | 1158 |
|
|
2023
Q3 | $912 | Hold |
9
| – | – | ﹤0.01% | 898 |
|
|
2023
Q2 | $915 | Hold |
9
| – | – | ﹤0.01% | 941 |
|
|
2023
Q1 | $922 | Hold |
9
| – | – | ﹤0.01% | 937 |
|
|
2022
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 926 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 870 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 885 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 863 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 859 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 818 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 784 |
|
|
2021
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 711 |
|