Chevy Chase Trust’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $137K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.91M | Hold |
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|
2018
Q3 | $2.1M | Hold |
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|
2018
Q2 | $1.3M | Sell |
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|
2018
Q1 | $1.9M | Hold |
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|
2017
Q4 | $1.72M | Sell |
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|
2017
Q3 | $2.58M | Hold |
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|
2017
Q2 | $2.36M | Hold |
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|
2017
Q1 | $1.94M | Buy |
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|
2016
Q4 | $142K | Buy |
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