Envestnet Portfolio Solutions’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
3,497
-1,136
| -25% | -$77.8K | ﹤0.01% | 1437 |
|
|
2025
Q1 | $352K | Sell |
4,633
-1,543
| -25% | -$117K | ﹤0.01% | 1215 |
|
|
2024
Q4 | $676K | Sell |
6,176
-346
| -5% | -$37.9K | ﹤0.01% | 1093 |
|
|
2024
Q3 | $516K | Sell |
6,522
-645
| -9% | -$51K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $523K | Sell |
7,167
-1,811
| -20% | -$132K | ﹤0.01% | 1116 |
|
|
2024
Q1 | $761K | Sell |
8,978
-211
| -2% | -$17.9K | ﹤0.01% | 946 |
|
|
2023
Q4 | $933K | Sell |
9,189
-343
| -4% | -$34.8K | ﹤0.01% | 808 |
|
|
2023
Q3 | $966K | Buy |
+9,532
| New | +$966K | ﹤0.01% | 756 |
|