Smartleaf Asset Management’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55K | Sell |
836
-28
| -3% | -$1.84K | ﹤0.01% | 1124 |
|
|
2025
Q1 | $68K | Sell |
864
-36
| -4% | -$2.83K | 0.01% | 998 |
|
|
2024
Q4 | $98.8K | Sell |
900
-31
| -3% | -$3.41K | 0.01% | 848 |
|
|
2024
Q3 | $74.9K | Buy |
931
+77
| +9% | +$6.2K | 0.01% | 795 |
|
|
2024
Q2 | $62.8K | Buy |
854
+72
| +9% | +$5.29K | 0.01% | 687 |
|
|
2024
Q1 | $66K | Buy |
782
+3
| +0.4% | +$253 | 0.01% | 617 |
|
|
2023
Q4 | $80.5K | Buy |
+779
| New | +$80.5K | 0.02% | 461 |
|