Frontier Wealth Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $549K | Hold |
8,315
| – | – | 0.04% | 229 |
|
|
2022
Q1 | $914K | Hold |
8,315
| – | – | 0.01% | 189 |
|
|
2021
Q4 | $1.09M | Hold |
8,315
| – | – | 0.07% | 179 |
|
|
2021
Q3 | $1.17M | Hold |
8,315
| – | – | 0.08% | 160 |
|
|
2021
Q2 | $926K | Sell |
8,315
-10,100
| -55% | -$1.12M | 0.06% | 190 |
|
|
2021
Q1 | $1.63M | Hold |
18,415
| – | – | 0.12% | 127 |
|
|
2020
Q4 | $1.69M | Hold |
18,415
| – | – | 0.14% | 117 |
|
|
2020
Q3 | $1.03M | Hold |
18,415
| – | – | 0.09% | 148 |
|
|
2020
Q2 | $985K | Hold |
18,415
| – | – | 0.09% | 143 |
|
|
2020
Q1 | $595K | Buy |
+18,415
| New | +$595K | 0.1% | 164 |
|