Cornerstone Wealth Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,450
| Closed | -$289K | – | 45 |
|
|
2022
Q1 | $289K | Hold |
2,450
| – | – | 0.1% | 38 |
|
|
2021
Q4 | $320K | Sell |
2,450
-285
| -10% | -$37.2K | 0.11% | 36 |
|
|
2021
Q3 | $386K | Hold |
2,735
| – | – | 0.14% | 32 |
|
|
2021
Q2 | $309K | Hold |
2,735
| – | – | 0.11% | 33 |
|
|
2021
Q1 | $241K | Buy |
+2,735
| New | +$241K | 0.09% | 34 |
|