Carroll Financial Associates’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $30K | Hold |
220
| – | – | ﹤0.01% | 858 |
|
|
2021
Q3 | $31K | Sell |
220
-1
| -0.5% | -$141 | ﹤0.01% | 878 |
|
|
2021
Q2 | $24K | Sell |
221
-2
| -0.9% | -$217 | ﹤0.01% | 1034 |
|
|
2021
Q1 | $19K | Hold |
223
| – | – | ﹤0.01% | 1053 |
|
|
2020
Q4 | $20K | Sell |
223
-3
| -1% | -$269 | ﹤0.01% | 930 |
|
|
2020
Q3 | $12K | Hold |
226
| – | – | ﹤0.01% | 996 |
|
|
2020
Q2 | $12K | Buy |
+226
| New | +$12K | ﹤0.01% | 997 |
|