Washington Trust Advisors’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 |
-17
| Closed | -$1.24K | – | 683 |
|
|
2024
Q2 | $1.24K | Sell |
17
-36
| -68% | -$2.63K | ﹤0.01% | 644 |
|
|
2024
Q1 | $4.51K | Buy |
53
+7
| +15% | +$596 | ﹤0.01% | 587 |
|
|
2023
Q4 | $4.67K | Hold |
46
| – | – | ﹤0.01% | 579 |
|
|
2023
Q3 | $4.66K | Sell |
46
-7
| -13% | -$709 | ﹤0.01% | 560 |
|
|
2023
Q2 | $5.39K | Hold |
53
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $5.43K | Sell |
53
-25
| -32% | -$2.56K | ﹤0.01% | 591 |
|
|
2022
Q4 | $6.55K | Hold |
78
| – | – | ﹤0.01% | 561 |
|
|
2022
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 697 |
|
|
2022
Q2 | $5K | Buy |
78
+28
| +56% | +$1.8K | ﹤0.01% | 763 |
|
|
2022
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 801 |
|