Blue Trust Inc’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$3.65K | – | 3007 |
|
|
2024
Q3 | $3.65K | Sell |
50
-16
| -24% | -$1.17K | ﹤0.01% | 2463 |
|
|
2024
Q2 | $5.6K | Buy |
+66
| New | +$5.6K | ﹤0.01% | 2154 |
|
|
2024
Q1 | – | Sell |
-17
| Closed | -$2K | – | 2733 |
|
|
2023
Q4 | $2K | Buy |
17
+12
| +240% | +$1.41K | ﹤0.01% | 2227 |
|
|
2023
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1978 |
|
|
2023
Q1 | – | Sell |
-34
| Closed | -$3K | – | 2663 |
|
|
2022
Q4 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 1878 |
|