Realta Investment Advisors’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,200	Closed	-$140K	–	1404
2019 Q4	$140K	Buy	3,200 +225	+8%	+$9.84K	0.04%	422
2019 Q3	$130K	Hold	2,975	–	–	0.04%	436
2019 Q2	$174K	Buy	2,975 +1,700	+133%	+$99.4K	0.05%	363
2019 Q1	$64K	Buy	+1,275	New	+$64K	0.03%	494