Wealth Alliance’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
3,122
+236
| +8% | +$16.2K | 0.02% | 509 |
|
|
2025
Q1 | $219K | Buy |
2,886
+91
| +3% | +$6.91K | 0.03% | 480 |
|
|
2024
Q4 | $306K | Sell |
2,795
-39
| -1% | -$4.27K | 0.04% | 380 |
|
|
2024
Q3 | $224K | Buy |
2,834
+71
| +3% | +$5.62K | 0.03% | 474 |
|
|
2024
Q2 | $202K | Buy |
+2,763
| New | +$202K | 0.03% | 488 |
|
|
2024
Q1 | – | Sell |
-2,620
| Closed | -$266K | – | 542 |
|
|
2023
Q4 | $266K | Buy |
2,620
+121
| +5% | +$12.3K | 0.04% | 418 |
|
|
2023
Q3 | $253K | Sell |
2,499
-18
| -0.7% | -$1.82K | 0.04% | 398 |
|
|
2023
Q2 | $256K | Buy |
2,517
+164
| +7% | +$16.7K | 0.04% | 426 |
|
|
2023
Q1 | $241K | Sell |
2,353
-318
| -12% | -$32.6K | 0.04% | 424 |
|
|
2022
Q4 | $224K | Buy |
+2,671
| New | +$224K | 0.04% | 438 |
|
|
2022
Q2 | – | Sell |
-1,819
| Closed | -$215K | – | 502 |
|
|
2022
Q1 | $215K | Buy |
1,819
+273
| +18% | +$32.3K | 0.04% | 415 |
|
|
2021
Q4 | $202K | Buy |
1,546
+97
| +7% | +$12.7K | 0.04% | 429 |
|
|
2021
Q3 | $204K | Buy |
+1,449
| New | +$204K | 0.05% | 405 |
|