Mission 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
Q1 | – | Sell |
-2,547
| Closed | -$279K | – | 665 |
|
|
2024
Q4 | $279K | Buy |
+2,547
| New | +$279K | 0.01% | 533 |
|
|
2024
Q1 | – | Sell |
-2,085
| Closed | -$212K | – | 647 |
|
|
2023
Q4 | $212K | Buy |
2,085
+85
| +4% | +$8.63K | 0.01% | 514 |
|
|
2023
Q3 | $203K | Hold |
2,000
| – | – | 0.01% | 496 |
|
|
2023
Q2 | $203K | Hold |
2,000
| – | – | 0.01% | 503 |
|
|
2023
Q1 | $205K | Buy |
+2,000
| New | +$205K | 0.01% | 490 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$236K | – | 522 |
|
|
2022
Q1 | $236K | Hold |
2,000
| – | – | 0.01% | 447 |
|
|
2021
Q4 | $261K | Sell |
2,000
-1,000
| -33% | -$131K | 0.01% | 439 |
|
|
2021
Q3 | $423K | Hold |
3,000
| – | – | 0.02% | 309 |
|
|
2021
Q2 | $334K | Buy |
+3,000
| New | +$334K | 0.02% | 364 |
|