AIM
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Arcadia Investment Management’s Workiva WK Stock Holding History

Arcadia Investment Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-207
Closed -$17.6K – 330
2024
Q1 		$17.6K Sell
207
-1
-0.5% -$90 ﹤0.01% 250
2023
Q4 		$21.1K Buy
208
+20
+11% +$1.93K ﹤0.01% 256
2023
Q3 		$19.1K Hold
188
– – ﹤0.01% 260
2023
Q2 		$19.1K Sell
188
-106
-36% -$10.2K ﹤0.01% 274
2023
Q1 		$30.1K Buy
294
+167
+131% +$15.1K 0.01% 262
2022
Q4 		$10.7K Buy
+127
New +$9.84K ﹤0.01% 307

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CCA
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