Iron Horse Wealth Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42K | Hold |
50
| – | – | ﹤0.01% | 417 |
|
|
2025
Q1 | $3.8K | Hold |
50
| – | – | ﹤0.01% | 400 |
|
|
2024
Q4 | $5.48K | Hold |
50
| – | – | ﹤0.01% | 296 |
|
|
2024
Q3 | $3.96K | Hold |
50
| – | – | ﹤0.01% | 322 |
|
|
2024
Q2 | $3.65K | Hold |
50
| – | – | ﹤0.01% | 302 |
|
|
2024
Q1 | $4.24K | Hold |
50
| – | – | ﹤0.01% | 270 |
|
|
2023
Q4 | $5.08K | Hold |
50
| – | – | ﹤0.01% | 256 |
|
|
2023
Q3 | $5.07K | Hold |
50
| – | – | ﹤0.01% | 260 |
|
|
2023
Q2 | $5.08K | Hold |
50
| – | – | ﹤0.01% | 185 |
|
|
2023
Q1 | $5.12K | Hold |
50
| – | – | ﹤0.01% | 199 |
|
|
2022
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 171 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$3K | – | 295 |
|
|
2022
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 185 |
|
|
2022
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 153 |
|
|
2021
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 135 |
|
|
2021
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 126 |
|
|
2021
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 138 |
|
|
2021
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 138 |
|
|
2020
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 131 |
|