EverSource Wealth Advisors’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.42K | Buy |
123
+37
| +43% | +$2.53K | ﹤0.01% | 2911 |
|
|
2025
Q1 | $6.53K | Sell |
86
-799
| -90% | -$60.7K | ﹤0.01% | 2357 |
|
|
2024
Q4 | $96.9K | Buy |
885
+879
| +14,650% | +$96.3K | 0.01% | 908 |
|
|
2024
Q3 | $475 | Hold |
6
| – | – | ﹤0.01% | 2884 |
|
|
2024
Q2 | $443 | Buy |
6
+4
| +200% | +$295 | ﹤0.01% | 2921 |
|
|
2024
Q1 | $158 | Sell |
2
-38
| -95% | -$3K | ﹤0.01% | 2809 |
|
|
2023
Q4 | $4.06K | Buy |
40
+21
| +111% | +$2.13K | ﹤0.01% | 1938 |
|
|
2023
Q3 | $1.93K | Sell |
19
-5
| -21% | -$507 | ﹤0.01% | 2013 |
|
|
2023
Q2 | $2.44K | Hold |
24
| – | – | ﹤0.01% | 1970 |
|
|
2023
Q1 | $2.46K | Buy |
24
+14
| +140% | +$1.43K | ﹤0.01% | 1875 |
|
|
2022
Q4 | $840 | Buy |
+10
| New | +$840 | ﹤0.01% | 2133 |
|
|
2022
Q3 | – | Sell |
-810
| Closed | -$53K | – | 2161 |
|
|
2022
Q2 | $53K | Buy |
+810
| New | +$53K | 0.01% | 615 |
|