CI Investments Inc’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
26,414
-5,200
| -16% | -$356K | 0.01% | 367 |
|
|
2025
Q1 | $2.4M | Sell |
31,614
-634
| -2% | -$48.1K | 0.01% | 352 |
|
|
2024
Q4 | $3.53M | Buy |
32,248
+1,289
| +4% | +$141K | 0.01% | 326 |
|
|
2024
Q3 | $2.45M | Sell |
30,959
-141
| -0.5% | -$11.2K | 0.01% | 343 |
|
|
2024
Q2 | $2.27M | Buy |
+31,100
| New | +$2.27M | 0.01% | 330 |
|