Diversified Trust’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 | $460K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $840K | Buy |
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|
2024
Q1 | $968K | Buy |
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|
2023
Q4 | $585K | Buy |
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|
2023
Q3 | $559K | Sell |
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|
2023
Q2 | $721K | Sell |
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|
2023
Q1 | $862K | Sell |
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|
2022
Q4 | $752K | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $554K | Buy |
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|
2022
Q1 | $752K | Buy |
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|
2021
Q4 | $592K | Hold |
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|
2021
Q3 | $639K | Sell |
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|
2021
Q2 | $557K | Buy |
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|
2021
Q1 | $388K | Buy |
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|
2020
Q4 | $376K | Sell |
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|
2020
Q3 | $413K | Buy |
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|
2020
Q2 | $277K | Buy |
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