Nisa 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 | $102K | Buy |
1,489
+96
| +7% | +$6.57K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $106K | Sell |
1,393
-59
| -4% | -$4.48K | ﹤0.01% | 1390 |
|
|
2024
Q4 | $159K | Buy |
1,452
+116
| +9% | +$12.7K | ﹤0.01% | 1355 |
|
|
2024
Q3 | $106K | Sell |
1,336
-107
| -7% | -$8.47K | ﹤0.01% | 1430 |
|
|
2024
Q2 | $105K | Buy |
1,443
+53
| +4% | +$3.87K | ﹤0.01% | 1467 |
|
|
2024
Q1 | $118K | Buy |
1,390
+40
| +3% | +$3.39K | ﹤0.01% | 1424 |
|
|
2023
Q4 | $137K | Sell |
1,350
-100
| -7% | -$10.2K | ﹤0.01% | 1370 |
|
|
2023
Q3 | $147K | Hold |
1,450
| – | – | ﹤0.01% | 1393 |
|
|
2023
Q2 | $147K | Sell |
1,450
-54
| -4% | -$5.49K | ﹤0.01% | 1404 |
|
|
2023
Q1 | $154K | Sell |
1,504
-160
| -10% | -$16.4K | ﹤0.01% | 1368 |
|
|
2022
Q4 | $140K | Sell |
1,664
-7
| -0.4% | -$589 | ﹤0.01% | 1447 |
|
|
2022
Q3 | $130K | Buy |
1,671
+32
| +2% | +$2.49K | ﹤0.01% | 1399 |
|
|
2022
Q2 | $108K | Buy |
1,639
+147
| +10% | +$9.69K | ﹤0.01% | 1483 |
|
|
2022
Q1 | $176K | Buy |
1,492
+12
| +0.8% | +$1.42K | ﹤0.01% | 1428 |
|
|
2021
Q4 | $175K | Sell |
1,480
-120
| -8% | -$14.2K | ﹤0.01% | 1313 |
|
|
2021
Q3 | $226 | Hold |
1,600
| – | – | ﹤0.01% | 1363 |
|
|
2021
Q2 | $178 | Hold |
1,600
| – | – | ﹤0.01% | 1450 |
|
|
2021
Q1 | $141 | Hold |
1,600
| – | – | ﹤0.01% | 1608 |
|
|
2020
Q4 | $147K | Buy |
1,600
+600
| +60% | +$55.1K | ﹤0.01% | 1592 |
|
|
2020
Q3 | $56K | Buy |
+1,000
| New | +$56K | ﹤0.01% | 1758 |
|