Covestor’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Sell |
310
-138
| -31% | -$9.35K | 0.01% | 1241 |
|
|
2025
Q1 | $34K | Buy |
448
+353
| +372% | +$26.8K | 0.02% | 988 |
|
|
2024
Q4 | $10K | Sell |
95
-64
| -40% | -$6.74K | 0.01% | 1566 |
|
|
2024
Q3 | $13K | Buy |
159
+69
| +77% | +$5.64K | 0.01% | 1411 |
|
|
2024
Q2 | $7K | Sell |
90
-3
| -3% | -$233 | ﹤0.01% | 1733 |
|
|
2024
Q1 | $8K | Buy |
93
+3
| +3% | +$258 | 0.01% | 1724 |
|
|
2023
Q4 | $9K | Sell |
90
-1
| -1% | -$100 | 0.01% | 1667 |
|
|
2023
Q3 | $9K | Sell |
91
-1
| -1% | -$99 | 0.01% | 1509 |
|
|
2023
Q2 | $9K | Buy |
92
+2
| +2% | +$196 | 0.01% | 1540 |
|
|
2023
Q1 | $9K | Sell |
90
-1
| -1% | -$100 | 0.01% | 1392 |
|
|
2022
Q4 | $8K | Sell |
91
-2
| -2% | -$176 | 0.01% | 1441 |
|
|
2022
Q3 | $7K | Hold |
93
| – | – | 0.01% | 1417 |
|
|
2022
Q2 | $6K | Sell |
93
-1
| -1% | -$65 | ﹤0.01% | 1374 |
|
|
2022
Q1 | $11K | Buy |
94
+35
| +59% | +$4.1K | 0.01% | 1285 |
|
|
2021
Q4 | $8K | Buy |
+59
| New | +$8K | 0.01% | 1127 |
|