Cresset Asset Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,677
| Closed | -$610K | – | 1159 |
|
|
2021
Q4 | $610K | Buy |
4,677
+58
| +1% | +$7.57K | 0.01% | 632 |
|
|
2021
Q3 | $651K | Buy |
4,619
+1,005
| +28% | +$142K | 0.01% | 531 |
|
|
2021
Q2 | $402K | Buy |
3,614
+1,329
| +58% | +$148K | 0.01% | 642 |
|
|
2021
Q1 | $202K | Buy |
+2,285
| New | +$202K | ﹤0.01% | 865 |
|