TD Private Client Wealth’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $604 | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $5.28K | Hold |
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|
2023
Q3 | $5.27K | Hold |
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|
2023
Q2 | $5.29K | Hold |
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|
2023
Q1 | $5.33K | Hold |
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|
2022
Q4 | $4.37K | Sell |
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|
2022
Q3 | $12.6K | Buy |
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|
2022
Q2 | $4.88K | Hold |
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|
2022
Q1 | $8.73K | Sell |
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|
2021
Q4 | $195K | Hold |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $166K | Hold |
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|
2021
Q1 | $132K | Hold |
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|
2020
Q4 | $137K | Hold |
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|
2020
Q3 | $83.2K | Buy |
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