Dynamic Technology Lab’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31,030
| Closed | -$2.36M | – | 1387 |
|
|
2025
Q1 | $2.36M | Buy |
+31,030
| New | +$2.36M | 0.34% | 42 |
|
|
2024
Q3 | – | Sell |
-19,162
| Closed | -$1.4M | – | 1401 |
|
|
2024
Q2 | $1.4M | Buy |
19,162
+6,123
| +47% | +$447K | 0.16% | 220 |
|
|
2024
Q1 | $1.11M | Sell |
13,039
-1,520
| -10% | -$129K | 0.12% | 293 |
|
|
2023
Q4 | $1.48M | Sell |
14,559
-831
| -5% | -$84.4K | 0.16% | 190 |
|
|
2023
Q3 | $1.56M | Buy |
15,390
+13,379
| +665% | +$1.36M | 0.16% | 148 |
|
|
2023
Q2 | $204K | Buy |
+2,011
| New | +$204K | 0.03% | 828 |
|
|
2021
Q4 | – | Sell |
-6,750
| Closed | -$951K | – | 1536 |
|
|
2021
Q3 | $951K | Buy |
6,750
+2,170
| +47% | +$306K | 0.11% | 291 |
|
|
2021
Q2 | $510K | Sell |
4,580
-4,568
| -50% | -$509K | 0.05% | 584 |
|
|
2021
Q1 | $807K | Buy |
+9,148
| New | +$807K | 0.09% | 333 |
|
|
2020
Q4 | – | Sell |
-11,497
| Closed | -$641K | – | 1395 |
|
|
2020
Q3 | $641K | Buy |
+11,497
| New | +$641K | 0.1% | 342 |
|
|
2017
Q3 | – | Sell |
-15,156
| Closed | -$289K | – | 1405 |
|
|
2017
Q2 | $289K | Buy |
+15,156
| New | +$289K | 0.05% | 719 |
|