Ellevest Inc’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-54
| Closed | -$5.53K | – | 1651 |
|
|
2023
Q1 | $5.53K | Hold |
54
| – | – | ﹤0.01% | 1178 |
|
|
2022
Q4 | $4.53K | Buy |
54
+10
| +23% | +$840 | ﹤0.01% | 1207 |
|
|
2022
Q3 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 1303 |
|
|
2022
Q2 | – | Sell |
-10
| Closed | -$1K | – | 1725 |
|
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1355 |
|