CM
Crestline Management’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-43,971
| Closed | -$4.81M | – | 651 |
|
|
2024
Q4 | $4.81M | Buy |
43,971
+17
| +0% | +$1.86K | 0.16% | 142 |
|
|
2024
Q3 | $3.48M | Buy |
+43,954
| New | +$3.48M | 0.18% | 135 |
|
|
2024
Q1 | – | Sell |
-37,358
| Closed | -$3.79M | – | 232 |
|
|
2023
Q4 | $3.79M | Buy |
+37,358
| New | +$3.79M | 0.32% | 96 |
|
|
2022
Q4 | – | Sell |
-13,417
| Closed | -$1.04M | – | 217 |
|
|
2022
Q3 | $1.04M | Buy |
+13,417
| New | +$1.04M | 0.14% | 111 |
|