Aperio Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $872K | Buy |
9,522
+3,094
| +48% | +$283K | ﹤0.01% | 1672 |
|
|
2020
Q3 | $358K | Buy |
6,428
+2,020
| +46% | +$113K | ﹤0.01% | 1992 |
|
|
2020
Q2 | $236K | Buy |
+4,408
| New | +$236K | ﹤0.01% | 2128 |
|
|
2019
Q3 | – | Sell |
-3,695
| Closed | -$215K | – | 2763 |
|
|
2019
Q2 | $215K | Buy |
+3,695
| New | +$215K | ﹤0.01% | 2154 |
|