IFP Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2K | Buy |
36
+31
| +620% | +$4.48K | ﹤0.01% | 3355 |
|
|
2025
Q1 | $380 | Hold |
5
| – | – | ﹤0.01% | 3522 |
|
|
2024
Q4 | $548 | Buy |
+5
| New | +$548 | ﹤0.01% | 3397 |
|
|
2024
Q3 | – | Sell |
-20
| Closed | -$1.46K | – | 3455 |
|
|
2024
Q2 | $1.46K | Buy |
+20
| New | +$1.46K | ﹤0.01% | 2896 |
|
|
2023
Q4 | – | Sell |
-8
| Closed | -$811 | – | 3365 |
|
|
2023
Q3 | $811 | Sell |
8
-1
| -11% | -$101 | ﹤0.01% | 3042 |
|
|
2023
Q2 | $915 | Sell |
9
-5
| -36% | -$508 | ﹤0.01% | 3095 |
|
|
2023
Q1 | $367 | Sell |
14
-14
| -50% | -$367 | ﹤0.01% | 3223 |
|
|
2022
Q4 | $4K | Buy |
28
+2
| +8% | +$286 | ﹤0.01% | 3948 |
|
|
2022
Q3 | $3K | Buy |
26
+18
| +225% | +$2.08K | ﹤0.01% | 4276 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 4476 |
|
|
2022
Q1 | $1K | Buy |
8
+2
| +33% | +$250 | ﹤0.01% | 4476 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 3096 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4646 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4443 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4310 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4119 |
|