RWA Wealth Partners’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 |
-7,375
| Closed | -$310K | – | 243 |
|
|
2019
Q4 | $310K | Hold |
7,375
| – | – | 0.03% | 196 |
|
|
2019
Q3 | $323K | Hold |
7,375
| – | – | 0.03% | 187 |
|
|
2019
Q2 | $428K | Sell |
7,375
-3,625
| -33% | -$210K | 0.05% | 169 |
|
|
2019
Q1 | $558K | Hold |
11,000
| – | – | 0.06% | 152 |
|
|
2018
Q4 | $395K | Hold |
11,000
| – | – | 0.05% | 159 |
|
|
2018
Q3 | $435K | Hold |
11,000
| – | – | 0.05% | 157 |
|
|
2018
Q2 | $268K | Buy |
+11,000
| New | +$268K | 0.03% | 202 |
|