Glassman Wealth Services’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 |
-7
| Closed | -$711 | – | 1829 |
|
|
2023
Q4 | $711 | Buy |
7
+4
| +133% | +$406 | ﹤0.01% | 1631 |
|
|
2023
Q3 | $304 | Hold |
3
| – | – | ﹤0.01% | 1826 |
|
|
2023
Q2 | $305 | Hold |
3
| – | – | ﹤0.01% | 1739 |
|
|
2023
Q1 | $307 | Hold |
3
| – | – | ﹤0.01% | 1706 |
|
|
2022
Q4 | $252 | Buy |
+3
| New | +$252 | ﹤0.01% | 1743 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | -$1K | – | 2019 |
|
|
2022
Q2 | $1K | Buy |
14
+7
| +100% | +$500 | ﹤0.01% | 1571 |
|
|
2022
Q1 | $1K | Buy |
7
+2
| +40% | +$286 | ﹤0.01% | 1554 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1539 |
|
|
2019
Q3 | – | Sell |
-4
| Closed | – | – | 1397 |
|
|
2019
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1391 |
|