Arcadia Investment Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-207
| Closed | -$17.6K | – | 330 |
|
|
2024
Q1 | $17.6K | Sell |
207
-1
| -0.5% | -$85 | ﹤0.01% | 250 |
|
|
2023
Q4 | $21.1K | Buy |
208
+20
| +11% | +$2.03K | ﹤0.01% | 256 |
|
|
2023
Q3 | $19.1K | Hold |
188
| – | – | ﹤0.01% | 260 |
|
|
2023
Q2 | $19.1K | Sell |
188
-106
| -36% | -$10.8K | ﹤0.01% | 274 |
|
|
2023
Q1 | $30.1K | Buy |
294
+167
| +131% | +$17.1K | 0.01% | 262 |
|
|
2022
Q4 | $10.7K | Buy |
+127
| New | +$10.7K | ﹤0.01% | 307 |
|