International Assets Investment Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,257
| Closed | -$117 | – | 1968 |
|
|
2024
Q3 | $117 | Buy |
9,257
+9,114
| +6,373% | +$115 | ﹤0.01% | 1613 |
|
|
2024
Q2 | $10.4K | Buy |
+143
| New | +$10.4K | ﹤0.01% | 1659 |
|
|
2023
Q2 | – | Sell |
-146
| Closed | -$15K | – | 1144 |
|
|
2023
Q1 | $15K | Buy |
+146
| New | +$15K | ﹤0.01% | 820 |
|
|
2021
Q2 | – | Sell |
-172
| Closed | -$16K | – | 1906 |
|
|
2021
Q1 | $16K | Buy |
172
+88
| +105% | +$8.19K | ﹤0.01% | 1397 |
|
|
2020
Q4 | $8K | Buy |
+84
| New | +$8K | ﹤0.01% | 1517 |
|