Rise Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.01K | Hold |
117
| – | – | ﹤0.01% | 1091 |
|
|
2025
Q1 | $8.88K | Sell |
117
-29
| -20% | -$2.2K | ﹤0.01% | 1058 |
|
|
2024
Q4 | $16K | Hold |
146
| – | – | 0.01% | 791 |
|
|
2024
Q3 | $11.6K | Hold |
146
| – | – | 0.01% | 973 |
|
|
2024
Q2 | $10.7K | Hold |
146
| – | – | 0.01% | 992 |
|
|
2024
Q1 | $12.4K | Buy |
+146
| New | +$12.4K | 0.01% | 983 |
|