Spire Wealth Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-42
| Closed | -$3.07K | – | 2279 |
|
|
2024
Q2 | $3.07K | Sell |
42
-9
| -18% | -$657 | ﹤0.01% | 1927 |
|
|
2024
Q1 | $4.33K | Hold |
51
| – | – | ﹤0.01% | 1962 |
|
|
2023
Q4 | $4.93K | Hold |
51
| – | – | ﹤0.01% | 1959 |
|
|
2023
Q3 | $5.17K | Hold |
51
| – | – | ﹤0.01% | 1937 |
|
|
2023
Q2 | $5.19K | Sell |
51
-14
| -22% | -$1.42K | ﹤0.01% | 1990 |
|
|
2023
Q1 | $6.66K | Sell |
65
-36
| -36% | -$3.69K | ﹤0.01% | 1970 |
|
|
2022
Q4 | $8K | Buy |
101
+50
| +98% | +$3.96K | ﹤0.01% | 1715 |
|
|
2022
Q3 | $4K | Sell |
51
-100
| -66% | -$7.84K | ﹤0.01% | 1830 |
|
|
2022
Q2 | $10K | Hold |
151
| – | – | ﹤0.01% | 1932 |
|
|
2022
Q1 | $18K | Hold |
151
| – | – | ﹤0.01% | 1860 |
|
|
2021
Q4 | $20K | Hold |
151
| – | – | ﹤0.01% | 2123 |
|
|
2021
Q3 | $21K | Hold |
151
| – | – | ﹤0.01% | 1845 |
|
|
2021
Q2 | $17K | Buy |
151
+98
| +185% | +$11K | ﹤0.01% | 1954 |
|
|
2021
Q1 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 2656 |
|