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Elgethun Capital Management’s Workiva WK Stock Holding History

Elgethun Capital Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,405
Closed -$373K – 91
2018
Q3 		$373K Sell
9,405
-2,430
-21% -$75.5K 0.24% 71
2018
Q2 		$289K Sell
11,835
-1,310
-10% -$33K 0.2% 76
2018
Q1 		$312K Hold
13,145
– – 0.22% 84
2017
Q4 		$281K Hold
13,145
– – 0.2% 79
2017
Q3 		$274K Hold
13,145
– – 0.2% 75
2017
Q2 		$250K Hold
13,145
– – 0.19% 73
2017
Q1 		$206K Hold
13,145
– – 0.17% 75
2016
Q4 		$178K Buy
+13,145
New +$202K 0.14% 78

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