Crossmark Global Holdings’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,910
| Closed | -$358K | – | 1359 |
|
|
2024
Q2 | $358K | Buy |
4,910
+183
| +4% | +$13.3K | 0.01% | 978 |
|
|
2024
Q1 | $401K | Buy |
4,727
+558
| +13% | +$47.3K | 0.01% | 964 |
|
|
2023
Q4 | $423K | Buy |
4,169
+141
| +4% | +$14.3K | 0.01% | 915 |
|
|
2023
Q3 | $408K | Sell |
4,028
-413
| -9% | -$41.8K | 0.01% | 893 |
|
|
2023
Q2 | $466K | Buy |
4,441
+4
| +0.1% | +$420 | 0.01% | 886 |
|
|
2023
Q1 | $454K | Hold |
4,437
| – | – | 0.01% | 870 |
|
|
2022
Q4 | $373K | Buy |
4,437
+442
| +11% | +$37.2K | 0.01% | 928 |
|
|
2022
Q3 | $311K | Sell |
3,995
-135
| -3% | -$10.5K | 0.01% | 976 |
|
|
2022
Q2 | $273K | Sell |
4,130
-700
| -14% | -$46.3K | 0.01% | 1074 |
|
|
2022
Q1 | $570K | Buy |
4,830
+1,986
| +70% | +$234K | 0.01% | 846 |
|
|
2021
Q4 | $371K | Buy |
+2,844
| New | +$371K | 0.01% | 1041 |
|