Bell Investment Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22
| Closed | -$1.67K | – | 1982 |
|
|
2025
Q1 | $1.67K | Hold |
22
| – | – | ﹤0.01% | 1369 |
|
|
2024
Q4 | $2.41K | Hold |
22
| – | – | ﹤0.01% | 1258 |
|
|
2024
Q3 | $1.74K | Sell |
22
-6
| -21% | -$475 | ﹤0.01% | 1405 |
|
|
2024
Q2 | $2.04K | Sell |
28
-7
| -20% | -$511 | ﹤0.01% | 1343 |
|
|
2024
Q1 | $2.97K | Hold |
35
| – | – | ﹤0.01% | 1179 |
|
|
2023
Q4 | $3.55K | Hold |
35
| – | – | ﹤0.01% | 1064 |
|
|
2023
Q3 | $3.55K | Sell |
35
-15
| -30% | -$1.52K | ﹤0.01% | 987 |
|
|
2023
Q2 | $5.08K | Hold |
50
| – | – | ﹤0.01% | 816 |
|
|
2023
Q1 | $5.12K | Sell |
50
-8
| -14% | -$819 | ﹤0.01% | 778 |
|
|
2022
Q4 | $4.87K | Buy |
58
+19
| +49% | +$1.6K | ﹤0.01% | 823 |
|
|
2022
Q3 | $3K | Buy |
39
+32
| +457% | +$2.46K | ﹤0.01% | 997 |
|
|
2022
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1847 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1661 |
|
|
2021
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1614 |
|