Assured Investment Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,127
| Closed | -$513K | – | 844 |
|
|
2019
Q1 | $513K | Sell |
10,127
-3,557
| -26% | -$180K | 0.01% | 557 |
|
|
2018
Q4 | $491K | Sell |
13,684
-11,250
| -45% | -$404K | 0.01% | 641 |
|
|
2018
Q3 | $985K | Sell |
24,934
-25,020
| -50% | -$988K | 0.02% | 549 |
|
|
2018
Q2 | $1.22M | Buy |
49,954
+20,048
| +67% | +$489K | 0.02% | 477 |
|
|
2018
Q1 | $709K | Buy |
+29,906
| New | +$709K | 0.02% | 632 |
|