Cornerstone Planning Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31K | Sell |
42
-9
| -18% | -$709 | ﹤0.01% | 822 |
|
|
2025
Q1 | $3.57K | Buy |
51
+9
| +21% | +$629 | ﹤0.01% | 825 |
|
|
2024
Q4 | $4.1K | Hold |
42
| – | – | ﹤0.01% | 622 |
|
|
2024
Q3 | $3.35K | Hold |
42
| – | – | ﹤0.01% | 656 |
|
|
2024
Q2 | $3.02K | Sell |
42
-88
| -68% | -$6.32K | ﹤0.01% | 680 |
|
|
2024
Q1 | $10.6K | Sell |
130
-52
| -29% | -$4.25K | ﹤0.01% | 395 |
|
|
2023
Q4 | $18.5K | Hold |
182
| – | – | 0.01% | 326 |
|
|
2023
Q3 | $18.4K | Sell |
182
-80
| -31% | -$8.11K | 0.01% | 321 |
|
|
2023
Q2 | $26.6K | Buy |
+262
| New | +$26.6K | 0.01% | 360 |
|
|
2022
Q4 | $34.2K | Buy |
+396
| New | +$34.2K | 0.01% | 329 |
|