Global Retirement Partners’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22K | Buy |
+47
| New | +$3.22K | ﹤0.01% | 3063 |
|
|
2024
Q4 | $4.82K | Hold |
44
| – | – | ﹤0.01% | 2698 |
|
|
2024
Q3 | $3.48K | Sell |
44
-19
| -30% | -$1.5K | ﹤0.01% | 2721 |
|
|
2024
Q2 | $4.6K | Sell |
63
-4
| -6% | -$292 | ﹤0.01% | 2648 |
|
|
2024
Q1 | $5.68K | Hold |
67
| – | – | ﹤0.01% | 2345 |
|
|
2023
Q4 | $6.39K | Buy |
67
+63
| +1,575% | +$6.01K | ﹤0.01% | 2224 |
|
|
2023
Q3 | $392 | Hold |
4
| – | – | ﹤0.01% | 3016 |
|
|
2023
Q2 | $407 | Hold |
4
| – | – | ﹤0.01% | 2990 |
|
|
2023
Q1 | $350 | Hold |
4
| – | – | ﹤0.01% | 2997 |
|
|
2022
Q4 | $336 | Buy |
+4
| New | +$336 | ﹤0.01% | 2840 |
|
|
2019
Q4 | – | Sell |
-76
| Closed | -$3K | – | 1713 |
|
|
2019
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 1417 |
|
|
2019
Q2 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 1352 |
|