Frontier Wealth Management’s Workiva WK Stock Holding History

Frontier Wealth Management’s Portfolio WK Stock Details WK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$549K	Hold
2022 Q1	$914K	Hold
2021 Q4	$1.08M	Hold
2021 Q3	$1.17M	Hold
2021 Q2	$926K	Sell
2021 Q1	$1.63M	Hold
2020 Q4	$1.69M	Hold
2020 Q3	$1.03M	Hold
2020 Q2	$985K	Hold
2020 Q1	$595K	Buy