Mount Yale Investment Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $315K | Buy |
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|
2025
Q1 | $324K | Buy |
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|
2024
Q4 | $403K | Sell |
|
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $215K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $235K | Sell |
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|
2021
Q3 | $258K | Buy |
|