EverSource Wealth Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.42K | Buy |
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|
2025
Q1 | $6.53K | Sell |
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|
2024
Q4 | $96.9K | Buy |
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|
2024
Q3 | $475 | Hold |
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|
2024
Q2 | $443 | Buy |
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|
2024
Q1 | $158 | Sell |
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|
2023
Q4 | $4.06K | Buy |
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|
2023
Q3 | $1.93K | Sell |
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|
2023
Q2 | $2.44K | Hold |
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|
2023
Q1 | $2.46K | Buy |
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|
2022
Q4 | $840 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $53K | Buy |
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