Chicago Equity Partners’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,815
| Closed | -$255K | – | 968 |
|
|
2019
Q3 | $255K | Sell |
5,815
-135
| -2% | -$5.92K | 0.01% | 804 |
|
|
2019
Q2 | $346K | Sell |
5,950
-62,620
| -91% | -$3.64M | 0.02% | 784 |
|
|
2019
Q1 | $3.48M | Buy |
68,570
+20
| +0% | +$1.01K | 0.13% | 213 |
|
|
2018
Q4 | $2.46M | Buy |
68,550
+11,771
| +21% | +$422K | 0.1% | 290 |
|
|
2018
Q3 | $2.24M | Buy |
+56,779
| New | +$2.24M | 0.07% | 353 |
|