Retirement Group’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-225	Closed	-$20K	–	783
2021 Q1	$20K	Sell	225 -28	-11%	-$2.49K	0.01%	390
2020 Q4	$23K	Sell	253 -2	-0.8%	-$182	0.01%	342
2020 Q3	$14K	Buy	+255	New	+$14K	0.01%	374