Disciplined Investments’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2
Closed -$203 1554
2023
Q2
$203 Hold
2
﹤0.01% 1497
2023
Q1
$205 Buy
+2
New +$205 ﹤0.01% 1478