Prime Capital Investment Advisors’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,409	Closed	-$245K	–	1028
2023 Q4	$245K	Buy	+2,409	New	+$245K	﹤0.01%	807
2023 Q3	–	Sell	-7,200	Closed	-$732K	–	799
2023 Q2	$732K	Buy	7,200 +200	+3%	+$20.3K	0.01%	404
2023 Q1	$717K	Buy	+7,000	New	+$717K	0.03%	296