DC Investments Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
4,456
| – | – | 0.13% | 100 |
|
|
2025
Q1 | $338K | Sell |
4,456
-103
| -2% | -$7.82K | 0.17% | 102 |
|
|
2024
Q4 | $499K | Hold |
4,559
| – | – | 0.33% | 57 |
|
|
2024
Q3 | $361K | Hold |
4,559
| – | – | 0.25% | 68 |
|
|
2024
Q2 | $333K | Hold |
4,559
| – | – | 0.28% | 65 |
|
|
2024
Q1 | $387K | Hold |
4,559
| – | – | 0.31% | 63 |
|
|
2023
Q4 | $463K | Hold |
4,559
| – | – | 0.47% | 45 |
|
|
2023
Q3 | $462K | Hold |
4,559
| – | – | 0.58% | 41 |
|
|
2023
Q2 | $463K | Hold |
4,559
| – | – | 0.53% | 43 |
|
|
2023
Q1 | $467K | Hold |
4,559
| – | – | 0.56% | 40 |
|
|
2022
Q4 | $383K | Buy |
+4,559
| New | +$383K | 0.48% | 40 |
|
|
2022
Q3 | – | Sell |
-4,487
| Closed | -$296K | – | 42 |
|
|
2022
Q2 | $296K | Buy |
+4,487
| New | +$296K | 0.67% | 25 |
|