HC Financial Advisors’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$9K Hold
2022
Q1
$15K Hold
2021
Q4
$17K Hold
2021
Q3
$18K Hold
2021
Q2
$14K Hold
2021
Q1
$11K Hold
2020
Q4
$12K Hold
2020
Q3
$7K Hold
2020
Q2
$7K Hold
2020
Q1
$4K Buy