Highwater Wealth Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $588K | Buy |
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|
2019
Q2 | $663K | Hold |
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|
2019
Q1 | $579K | Hold |
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|
2018
Q4 | $410K | Sell |
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|
2018
Q3 | $30.1M | Buy |
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|
2018
Q2 | $279K | Sell |
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|
2018
Q1 | $18M | Hold |
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|
2017
Q4 | $16.3M | Sell |
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|
2017
Q3 | $16.1M | Buy |
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|
2017
Q2 | $14.3M | Hold |
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|
2017
Q1 | $11.7M | Buy |
|