Global Retirement Partners’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.05K | Hold |
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|
2025
Q2 | $3.22K | Buy |
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|
2024
Q4 | $4.82K | Hold |
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|
2024
Q3 | $3.48K | Sell |
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|
2024
Q2 | $4.6K | Sell |
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|
2024
Q1 | $5.68K | Hold |
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|
2023
Q4 | $6.39K | Buy |
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|
2023
Q3 | $392 | Hold |
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|
2023
Q2 | $407 | Hold |
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|
2023
Q1 | $350 | Hold |
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|
2022
Q4 | $336 | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $4K | Buy |
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