Essex Investment Management’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-30,776	Closed	-$995K	–	449
2020 Q1	$995K	Sell	30,776 -1,711	-5%	-$55.3K	0.2%	157
2019 Q4	$1.37M	Buy	+32,487	New	+$1.37M	0.17%	193