Bogle Investment Management’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
2020
Q3
$825K Buy
2019
Q3
Sell
2019
Q2
$6.58M Sell
2019
Q1
$7.01M Buy
2018
Q4
$2.3M Sell
2018
Q3
$3.89M Buy
2018
Q2
$350K Sell
2018
Q1
$694K Buy