Howe & Rusling’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-54
| Closed | -$4K | – | 1050 |
|
|
2022
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 752 |
|
|
2022
Q2 | $4K | Buy |
54
+13
| +32% | +$963 | ﹤0.01% | 736 |
|
|
2022
Q1 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 675 |
|
|
2015
Q3 | – | Sell |
-113
| Closed | -$2K | – | 1076 |
|
|
2015
Q2 | $2K | Buy |
+113
| New | +$2K | ﹤0.01% | 890 |
|