Duality Advisers’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,217
| Closed | -$420K | – | 848 |
|
|
2021
Q4 | $420K | Buy |
+3,217
| New | +$420K | 0.05% | 418 |
|
|
2021
Q2 | – | Sell |
-19,313
| Closed | -$1.71M | – | 744 |
|
|
2021
Q1 | $1.71M | Buy |
+19,313
| New | +$1.71M | 0.15% | 248 |
|
|
2020
Q4 | – | Sell |
-8,600
| Closed | -$480K | – | 752 |
|
|
2020
Q3 | $480K | Buy |
+8,600
| New | +$480K | 0.03% | 475 |
|