Cerity Partners’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
3,297
+656
| +25% | +$44.9K | ﹤0.01% | 2288 |
|
|
2025
Q1 | $200K | Sell |
2,641
-311
| -11% | -$23.6K | ﹤0.01% | 2210 |
|
|
2024
Q4 | $243K | Sell |
2,952
-772
| -21% | -$63.5K | ﹤0.01% | 2138 |
|
|
2024
Q3 | $295K | Buy |
+3,724
| New | +$295K | ﹤0.01% | 2078 |
|
|
2024
Q2 | – | Sell |
-4,341
| Closed | -$368K | – | 2420 |
|
|
2024
Q1 | $368K | Buy |
+4,341
| New | +$368K | ﹤0.01% | 1752 |
|