TD Private Client Wealth’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 |
-52
| Closed | -$5.28K | – | 1274 |
|
|
2023
Q4 | $5.28K | Hold |
52
| – | – | ﹤0.01% | 1109 |
|
|
2023
Q3 | $5.27K | Hold |
52
| – | – | ﹤0.01% | 1113 |
|
|
2023
Q2 | $5.29K | Hold |
52
| – | – | ﹤0.01% | 1124 |
|
|
2023
Q1 | $5.33K | Hold |
52
| – | – | ﹤0.01% | 1102 |
|
|
2022
Q4 | $4.37K | Sell |
52
-110
| -68% | -$9.24K | ﹤0.01% | 1088 |
|
|
2022
Q3 | $12.6K | Buy |
162
+88
| +119% | +$6.85K | ﹤0.01% | 971 |
|
|
2022
Q2 | $4.88K | Hold |
74
| – | – | ﹤0.01% | 1068 |
|
|
2022
Q1 | $8.73K | Sell |
74
-1,418
| -95% | -$167K | ﹤0.01% | 1051 |
|
|
2021
Q4 | $195K | Hold |
1,492
| – | – | 0.01% | 556 |
|
|
2021
Q3 | $210K | Hold |
1,492
| – | – | 0.01% | 517 |
|
|
2021
Q2 | $166K | Hold |
1,492
| – | – | 0.01% | 548 |
|
|
2021
Q1 | $132K | Hold |
1,492
| – | – | 0.01% | 560 |
|
|
2020
Q4 | $137K | Hold |
1,492
| – | – | 0.01% | 524 |
|
|
2020
Q3 | $83.2K | Buy |
+1,492
| New | +$83.2K | ﹤0.01% | 549 |
|