NewEdge Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20
| Closed | -$1.58K | – | 4036 |
|
|
2024
Q3 | $1.58K | Sell |
20
-6
| -23% | -$475 | ﹤0.01% | 3432 |
|
|
2024
Q2 | $1.9K | Hold |
26
| – | – | ﹤0.01% | 3346 |
|
|
2024
Q1 | $2.21K | Sell |
26
-551
| -95% | -$46.7K | ﹤0.01% | 3346 |
|
|
2023
Q4 | $58.6K | Sell |
577
-1,990
| -78% | -$202K | ﹤0.01% | 2183 |
|
|
2023
Q3 | $260K | Buy |
2,567
+14
| +0.5% | +$1.42K | ﹤0.01% | 1502 |
|
|
2023
Q2 | $260K | Buy |
2,553
+43
| +2% | +$4.37K | ﹤0.01% | 1519 |
|
|
2023
Q1 | $257K | Sell |
2,510
-357
| -12% | -$36.6K | ﹤0.01% | 1435 |
|
|
2022
Q4 | $26.7K | Buy |
+2,867
| New | +$26.7K | ﹤0.01% | 2015 |
|
|
2022
Q1 | – | Sell |
-2,552
| Closed | -$333K | – | 1653 |
|
|
2021
Q4 | $333K | Sell |
2,552
-10
| -0.4% | -$1.31K | 0.01% | 1270 |
|
|
2021
Q3 | $361K | Buy |
2,562
+65
| +3% | +$9.16K | 0.01% | 844 |
|
|
2021
Q2 | $278K | Buy |
2,497
+118
| +5% | +$13.1K | 0.01% | 939 |
|
|
2021
Q1 | $210K | Buy |
2,379
+49
| +2% | +$4.33K | 0.01% | 932 |
|
|
2020
Q4 | $213K | Buy |
+2,330
| New | +$213K | 0.01% | 880 |
|