Benjamin Edwards Inc’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
3,166
-102
| -3% | -$6.98K | ﹤0.01% | 1096 |
|
|
2025
Q1 | $248K | Sell |
3,268
-39
| -1% | -$2.96K | ﹤0.01% | 985 |
|
|
2024
Q4 | $362K | Buy |
3,307
+60
| +2% | +$6.57K | 0.01% | 930 |
|
|
2024
Q3 | $257K | Buy |
3,247
+2,288
| +239% | +$181K | ﹤0.01% | 997 |
|
|
2024
Q2 | $70K | Sell |
959
-80
| -8% | -$5.84K | 0.01% | 461 |
|
|
2024
Q1 | $88K | Buy |
1,039
+41
| +4% | +$3.47K | 0.02% | 426 |
|
|
2023
Q4 | $101K | Buy |
998
+4
| +0.4% | +$405 | 0.02% | 414 |
|
|
2023
Q3 | $101K | Hold |
994
| – | – | 0.02% | 394 |
|
|
2023
Q2 | $101K | Sell |
994
-100
| -9% | -$10.2K | 0.02% | 384 |
|
|
2023
Q1 | $112K | Buy |
1,094
+138
| +14% | +$14.1K | 0.03% | 349 |
|
|
2022
Q4 | $80K | Buy |
956
+160
| +20% | +$13.4K | 0.02% | 377 |
|
|
2022
Q3 | $62K | Buy |
796
+343
| +76% | +$26.7K | 0.02% | 397 |
|
|
2022
Q2 | $30K | Buy |
453
+124
| +38% | +$8.21K | 0.01% | 478 |
|
|
2022
Q1 | $39K | Buy |
+329
| New | +$39K | 0.01% | 477 |
|