AtonRa Partners’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$266K Sell
2,618
-401
-13% -$40.7K 0.53% 83
2023
Q3
$306K Sell
3,019
-771
-20% -$78.1K 0.64% 74
2023
Q2
$385K Sell
3,790
-755
-17% -$76.8K 0.6% 78
2023
Q1
$465K Buy
+4,545
New +$465K 0.68% 68