B. Metzler seel. Sohn & Co’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-67,000
| Closed | -$6.8M | – | 780 |
|
|
2023
Q4 | $6.8M | Buy |
67,000
+14,000
| +26% | +$1.42M | 0.09% | 134 |
|
|
2023
Q3 | $5.37M | Buy |
+53,000
| New | +$5.37M | 0.08% | 148 |
|
|
2022
Q2 | – | Sell |
-2,121
| Closed | -$250K | – | 777 |
|
|
2022
Q1 | $250K | Buy |
+2,121
| New | +$250K | ﹤0.01% | 723 |
|