Parallel Advisors’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56K | Sell |
52
-51
| -50% | -$3.49K | ﹤0.01% | 2835 |
|
|
2025
Q1 | $7.82K | Hold |
103
| – | – | ﹤0.01% | 2520 |
|
|
2024
Q4 | $11.3K | Sell |
103
-6
| -6% | -$657 | ﹤0.01% | 2350 |
|
|
2024
Q3 | $8.62K | Sell |
109
-7
| -6% | -$554 | ﹤0.01% | 2430 |
|
|
2024
Q2 | $8.47K | Sell |
116
-93
| -44% | -$6.79K | ﹤0.01% | 2357 |
|
|
2024
Q1 | $17.7K | Buy |
209
+23
| +12% | +$1.95K | ﹤0.01% | 2046 |
|
|
2023
Q4 | $18.9K | Sell |
186
-130
| -41% | -$13.2K | ﹤0.01% | 1983 |
|
|
2023
Q3 | $32K | Buy |
316
+79
| +33% | +$8.01K | ﹤0.01% | 1616 |
|
|
2023
Q2 | $24.1K | Hold |
237
| – | – | ﹤0.01% | 1757 |
|
|
2023
Q1 | $24.3K | Buy |
237
+1
| +0.4% | +$102 | ﹤0.01% | 1739 |
|
|
2022
Q4 | $19.8K | Buy |
236
+103
| +77% | +$8.65K | ﹤0.01% | 1715 |
|
|
2022
Q3 | $10K | Buy |
133
+29
| +28% | +$2.18K | ﹤0.01% | 1990 |
|
|
2022
Q2 | $7K | Buy |
104
+49
| +89% | +$3.3K | ﹤0.01% | 2135 |
|
|
2022
Q1 | $6K | Sell |
55
-168
| -75% | -$18.3K | ﹤0.01% | 2248 |
|
|
2021
Q4 | $29K | Buy |
223
+51
| +30% | +$6.63K | ﹤0.01% | 1602 |
|
|
2021
Q3 | $24K | Buy |
172
+78
| +83% | +$10.9K | ﹤0.01% | 1626 |
|
|
2021
Q2 | $10K | Buy |
94
+82
| +683% | +$8.72K | ﹤0.01% | 1989 |
|
|
2021
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 2692 |
|