JFS Wealth 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 | $206 | Sell |
3
-5
| -63% | -$343 | ﹤0.01% | 1780 |
|
|
2025
Q1 | $608 | Buy |
+8
| New | +$608 | ﹤0.01% | 1746 |
|
|
2024
Q1 | – | Sell |
-5
| Closed | -$508 | – | 2040 |
|
|
2023
Q4 | $508 | Sell |
5
-1
| -17% | -$102 | ﹤0.01% | 1802 |
|
|
2023
Q3 | $609 | Hold |
6
| – | – | ﹤0.01% | 1710 |
|
|
2023
Q2 | $610 | Hold |
6
| – | – | ﹤0.01% | 1726 |
|
|
2023
Q1 | $615 | Buy |
+6
| New | +$615 | ﹤0.01% | 1690 |
|