Icon Wealth Partners’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $702K | Sell |
|
|||||
|
2023
Q2 | $722K | Sell |
|
|||||
|
2023
Q1 | $836K | Buy |
|
|||||
|
2022
Q2 | $640K | Sell |
|
|||||
|
2022
Q1 | $1.4M | Sell |
|
|||||
|
2021
Q4 | $1.7M | Sell |
|
|||||
|
2021
Q3 | $1.87M | Buy |
|
|||||
|
2021
Q2 | $1.41M | Buy |
|
|||||
|
2021
Q1 | $982K | Buy |
|
|||||
|
2020
Q4 | $797K | Buy |
|
|||||
|
2020
Q3 | $377K | Buy |
|