Mather Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-176
| Closed | -$13.4K | – | 1718 |
|
|
2025
Q1 | $13.4K | Buy |
176
+130
| +283% | +$9.87K | ﹤0.01% | 1185 |
|
|
2024
Q4 | $5.04K | Hold |
46
| – | – | ﹤0.01% | 1380 |
|
|
2024
Q3 | $3.64K | Sell |
46
-130
| -74% | -$10.3K | ﹤0.01% | 1360 |
|
|
2024
Q2 | $14.9K | Buy |
176
+87
| +98% | +$7.38K | ﹤0.01% | 1330 |
|
|
2024
Q1 | $9.04K | Buy |
+89
| New | +$9.04K | ﹤0.01% | 1223 |
|