DC Investments Management’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Hold
2025
Q2
$305K Hold
2025
Q1
$338K Sell
2024
Q4
$499K Hold
2024
Q3
$361K Hold
2024
Q2
$333K Hold
2024
Q1
$387K Hold
2023
Q4
$463K Hold
2023
Q3
$462K Hold
2023
Q2
$463K Hold
2023
Q1
$467K Hold
2022
Q4
$383K Buy
2022
Q3
Sell
2022
Q2
$296K Buy