First Mercantile Trust’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $282K | Buy |
2,001
+683
| +52% | +$96.3K | 0.04% | 292 |
|
|
2021
Q2 | $147K | Buy |
1,318
+159
| +14% | +$17.7K | 0.02% | 552 |
|
|
2021
Q1 | $102K | Sell |
1,159
-42
| -3% | -$3.7K | 0.01% | 676 |
|
|
2020
Q4 | $110K | Sell |
1,201
-99
| -8% | -$9.07K | 0.01% | 660 |
|
|
2020
Q3 | $88K | Buy |
+1,300
| New | +$88K | 0.01% | 708 |
|