BPA
Beacon Pointe Advisors’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,000
| Closed | -$219K | – | 1238 |
|
|
2024
Q4 | $219K | Buy |
+2,000
| New | +$219K | ﹤0.01% | 1105 |
|
|
2024
Q1 | – | Sell |
-2,000
| Closed | -$203K | – | 1374 |
|
|
2023
Q4 | $203K | Sell |
2,000
-15
| -0.7% | -$1.52K | ﹤0.01% | 1208 |
|
|
2023
Q3 | $204K | Buy |
2,015
+15
| +0.8% | +$1.52K | ﹤0.01% | 1216 |
|
|
2023
Q2 | $203K | Hold |
2,000
| – | – | ﹤0.01% | 999 |
|
|
2023
Q1 | $205K | Buy |
+2,000
| New | +$205K | ﹤0.01% | 1064 |
|
|
2022
Q2 | – | Sell |
-3,115
| Closed | -$368K | – | 1222 |
|
|
2022
Q1 | $368K | Buy |
3,115
+1,115
| +56% | +$132K | 0.01% | 906 |
|
|
2021
Q4 | $261K | Sell |
2,000
-555
| -22% | -$72.4K | 0.01% | 782 |
|
|
2021
Q3 | $360K | Hold |
2,555
| – | – | 0.01% | 641 |
|
|
2021
Q2 | $284K | Hold |
2,555
| – | – | 0.01% | 675 |
|
|
2021
Q1 | $226K | Buy |
+2,555
| New | +$226K | 0.01% | 463 |
|