Crewe Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2
| Closed | -$203 | – | 703 |
|
|
2023
Q3 | $203 | Hold |
2
| – | – | ﹤0.01% | 446 |
|
|
2023
Q2 | $204 | Buy |
+2
| New | +$204 | ﹤0.01% | 713 |
|
|
2022
Q4 | – | Sell |
-42
| Closed | -$3K | – | 1302 |
|
|
2022
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q2 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 935 |
|