Principal Securities’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53K | Hold |
37
| – | – | ﹤0.01% | 3068 |
|
|
2025
Q1 | $4.05K | Hold |
37
| – | – | ﹤0.01% | 2841 |
|
|
2024
Q4 | $4.05K | Buy |
37
+13
| +54% | +$1.42K | ﹤0.01% | 2838 |
|
|
2024
Q3 | $1.9K | Buy |
24
+2
| +9% | +$158 | ﹤0.01% | 2968 |
|
|
2024
Q2 | $1.61K | Sell |
22
-27
| -55% | -$1.97K | ﹤0.01% | 2970 |
|
|
2024
Q1 | $4.16K | Buy |
49
+26
| +113% | +$2.21K | ﹤0.01% | 2671 |
|
|
2023
Q4 | $2.34K | Buy |
+23
| New | +$2.34K | ﹤0.01% | 2771 |
|