Steward Partners Investment Advisory’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$10.2K | – | 3686 |
|
|
2023
Q4 | $10.2K | Hold |
100
| – | – | ﹤0.01% | 2705 |
|
|
2023
Q3 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 2594 |
|
|
2023
Q2 | $10.2K | Hold |
100
| – | – | ﹤0.01% | 2567 |
|
|
2023
Q1 | $10.2K | Hold |
100
| – | – | ﹤0.01% | 2529 |
|
|
2022
Q4 | $8.4K | Hold |
100
| – | – | ﹤0.01% | 2594 |
|
|
2022
Q3 | $8K | Sell |
100
-29
| -22% | -$2.32K | ﹤0.01% | 2632 |
|
|
2022
Q2 | $9K | Buy |
129
+29
| +29% | +$2.02K | ﹤0.01% | 2580 |
|
|
2022
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 2600 |
|
|
2021
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 2514 |
|
|
2021
Q3 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 2487 |
|