Private Wealth Management Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58K | Buy |
23
+11
| +92% | +$753 | ﹤0.01% | 1158 |
|
|
2025
Q1 | $911 | Hold |
12
| – | – | ﹤0.01% | 1292 |
|
|
2024
Q4 | $1.31K | Hold |
12
| – | – | ﹤0.01% | 1224 |
|
|
2024
Q3 | $950 | Hold |
12
| – | – | ﹤0.01% | 1298 |
|
|
2024
Q2 | $876 | Sell |
12
-64
| -84% | -$4.67K | ﹤0.01% | 1320 |
|
|
2024
Q1 | $6.45K | Hold |
76
| – | – | ﹤0.01% | 543 |
|
|
2023
Q4 | $7.72K | Buy |
+76
| New | +$7.72K | ﹤0.01% | 474 |
|