Beacon Pointe Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $219K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $203K | Sell |
|
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $203K | Hold |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $261K | Sell |
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|
2021
Q3 | $360K | Hold |
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $226K | Buy |
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