Clearstead Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274 | Buy |
+4
| New | +$274 | ﹤0.01% | 2540 |
|
|
2024
Q3 | – | Sell |
-59
| Closed | -$4.31K | – | 2117 |
|
|
2024
Q2 | $4.31K | Buy |
+59
| New | +$4.31K | ﹤0.01% | 1707 |
|
|
2022
Q2 | – | Sell |
-60
| Closed | -$7K | – | 1463 |
|
|
2022
Q1 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 1045 |
|