Financial Counselors Inc’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,142
| Closed | -$1.11M | – | 591 |
|
|
2024
Q1 | $1.11M | Buy |
13,142
+78
| +0.6% | +$6.61K | 0.02% | 319 |
|
|
2023
Q4 | $1.33M | Hold |
13,064
| – | – | 0.02% | 299 |
|
|
2023
Q3 | $1.32M | Hold |
13,064
| – | – | 0.03% | 294 |
|
|
2023
Q2 | $1.33M | Hold |
13,064
| – | – | 0.03% | 278 |
|
|
2023
Q1 | $1.34M | Hold |
13,064
| – | – | 0.03% | 284 |
|
|
2022
Q4 | $1.1M | Buy |
13,064
+64
| +0.5% | +$5.37K | 0.02% | 297 |
|
|
2022
Q3 | $1.01M | Hold |
13,000
| – | – | 0.02% | 291 |
|
|
2022
Q2 | $858K | Sell |
13,000
-710
| -5% | -$46.9K | 0.02% | 307 |
|
|
2022
Q1 | $1.62M | Hold |
13,710
| – | – | 0.03% | 268 |
|
|
2021
Q4 | $1.79M | Buy |
13,710
+710
| +5% | +$92.6K | 0.04% | 262 |
|
|
2021
Q3 | $1.83M | Hold |
13,000
| – | – | 0.04% | 271 |
|
|
2021
Q2 | $1.45M | Hold |
13,000
| – | – | 0.03% | 285 |
|
|
2021
Q1 | $1.15M | Hold |
13,000
| – | – | 0.03% | 288 |
|
|
2020
Q4 | $1.19M | Buy |
+13,000
| New | +$1.19M | 0.03% | 287 |
|