GHP Investment Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-394
| Closed | -$40K | – | 873 |
|
|
2023
Q4 | $40K | Hold |
394
| – | – | ﹤0.01% | 510 |
|
|
2023
Q3 | $38.3K | Hold |
394
| – | – | ﹤0.01% | 523 |
|
|
2023
Q2 | $40.4K | Hold |
394
| – | – | ﹤0.01% | 513 |
|
|
2023
Q1 | $40.4K | Buy |
394
+55
| +16% | +$5.63K | ﹤0.01% | 510 |
|
|
2022
Q4 | $28.5K | Buy |
+339
| New | +$28.5K | ﹤0.01% | 548 |
|