Cetera Investment Advisers’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
18,048
-105
| -0.6% | -$7.19K | ﹤0.01% | 2196 |
|
|
2025
Q1 | $1.38M | Sell |
18,153
-56
| -0.3% | -$4.25K | ﹤0.01% | 2016 |
|
|
2024
Q4 | $1.99M | Sell |
18,209
-414
| -2% | -$45.3K | ﹤0.01% | 1663 |
|
|
2024
Q3 | $1.47M | Sell |
18,623
-1,037
| -5% | -$82K | ﹤0.01% | 1827 |
|
|
2024
Q2 | $1.43M | Buy |
19,660
+445
| +2% | +$32.5K | ﹤0.01% | 1815 |
|
|
2024
Q1 | $1.63M | Buy |
+19,215
| New | +$1.63M | ﹤0.01% | 1707 |
|