Berman Capital Advisors’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$29K	Buy	209 +17	+9%	+$2.36K	﹤0.01%	874
2021 Q2	$21K	Buy	192 +3	+2%	+$328	﹤0.01%	895
2021 Q1	$16K	Buy	+189	New	+$16K	﹤0.01%	877