Capital Advisors Ltd’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
3
-12
| -80% | – | ﹤0.01% | 1650 |
|
|
2025
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1294 |
|
|
2024
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 1124 |
|
|
2024
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1319 |
|
|
2024
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1318 |
|
|
2024
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1297 |
|
|
2023
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1056 |
|
|
2023
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 1060 |
|
|
2023
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 953 |
|
|
2022
Q4 | $1K | Sell |
15
-27
| -64% | -$1.8K | ﹤0.01% | 1127 |
|
|
2022
Q3 | $3K | Buy |
42
+35
| +500% | +$2.5K | ﹤0.01% | 786 |
|
|
2022
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1356 |
|