American Trust’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,597
| Closed | -$218K | – | 495 |
|
|
2022
Q4 | $218K | Sell |
2,597
-77
| -3% | -$6.47K | 0.02% | 389 |
|
|
2022
Q3 | $208K | Buy |
+2,674
| New | +$208K | 0.02% | 384 |
|
|
2022
Q2 | – | Sell |
-1,926
| Closed | -$227K | – | 529 |
|
|
2022
Q1 | $227K | Buy |
+1,926
| New | +$227K | 0.02% | 429 |
|