SVB Wealth’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-345
| Closed | -$26.2K | – | 1630 |
|
|
2025
Q1 | $26.2K | Buy |
+345
| New | +$26.2K | ﹤0.01% | 701 |
|
|
2023
Q2 | – | Sell |
-100,896
| Closed | -$10.3M | – | 1015 |
|
|
2023
Q1 | $10.3M | Buy |
100,896
+11
| +0% | +$1.13K | 0.14% | 121 |
|
|
2022
Q4 | $8.47M | Sell |
100,885
-335
| -0.3% | -$28.1K | 0.11% | 131 |
|
|
2022
Q3 | $7.88M | Buy |
+101,220
| New | +$7.88M | 0.12% | 135 |
|