Mount Yale Investment 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 | $315K | Buy |
4,608
+345
| +8% | +$23.6K | 0.02% | 437 |
|
|
2025
Q1 | $324K | Buy |
4,263
+584
| +16% | +$44.3K | 0.03% | 414 |
|
|
2024
Q4 | $403K | Sell |
3,679
-6
| -0.2% | -$657 | 0.03% | 378 |
|
|
2024
Q3 | $292K | Buy |
3,685
+736
| +25% | +$58.2K | 0.03% | 444 |
|
|
2024
Q2 | $215K | Buy |
+2,949
| New | +$215K | 0.02% | 507 |
|
|
2024
Q1 | – | Sell |
-2,284
| Closed | -$232K | – | 566 |
|
|
2023
Q4 | $232K | Sell |
2,284
-28
| -1% | -$2.84K | 0.02% | 455 |
|
|
2023
Q3 | $234K | Sell |
2,312
-430
| -16% | -$43.6K | 0.03% | 445 |
|
|
2023
Q2 | $279K | Sell |
2,742
-630
| -19% | -$64K | 0.03% | 406 |
|
|
2023
Q1 | $345K | Buy |
+3,372
| New | +$345K | 0.04% | 353 |
|
|
2022
Q2 | – | Sell |
-2,351
| Closed | -$277K | – | 501 |
|
|
2022
Q1 | $277K | Buy |
2,351
+552
| +31% | +$65K | 0.03% | 383 |
|
|
2021
Q4 | $235K | Sell |
1,799
-31
| -2% | -$4.05K | 0.02% | 416 |
|
|
2021
Q3 | $258K | Buy |
+1,830
| New | +$258K | 0.03% | 384 |
|