BTC Capital Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-45,300
| Closed | -$821K | – | 182 |
|
|
2016
Q3 | $821K | Hold |
45,300
| – | – | 0.17% | 106 |
|
|
2016
Q2 | $619K | Hold |
45,300
| – | – | 0.13% | 107 |
|
|
2016
Q1 | $528K | Hold |
45,300
| – | – | 0.12% | 112 |
|
|
2015
Q4 | $796K | Buy |
45,300
+18,619
| +70% | +$327K | 0.19% | 111 |
|
|
2015
Q3 | $405K | Hold |
26,681
| – | – | 0.1% | 131 |
|
|
2015
Q2 | $369K | Buy |
+26,681
| New | +$369K | 0.09% | 123 |
|