Goodman Advisory Group’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,092	Closed	-$601K	–	188
2022 Q1	$601K	Sell	5,092 -14,988	-75%	-$1.77M	0.21%	49
2021 Q4	$2.62M	Buy	+20,080	New	+$2.62M	0.88%	39