FORA Capital’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
+8,312
| New | +$569K | 0.06% | 303 |
|
|
2024
Q4 | – | Sell |
-6,059
| Closed | -$479K | – | 620 |
|
|
2024
Q3 | $479K | Buy |
+6,059
| New | +$479K | 0.06% | 291 |
|
|
2024
Q2 | – | Sell |
-5,478
| Closed | -$465K | – | 557 |
|
|
2024
Q1 | $465K | Buy |
5,478
+801
| +17% | +$67.9K | 0.04% | 340 |
|
|
2023
Q4 | $475K | Buy |
+4,677
| New | +$475K | 0.04% | 341 |
|
|
2023
Q3 | – | Sell |
-2,499
| Closed | -$254K | – | 592 |
|
|
2023
Q2 | $254K | Buy |
+2,499
| New | +$254K | 0.04% | 296 |
|
|
2021
Q2 | – | Sell |
-1,088
| Closed | -$96K | – | 1181 |
|
|
2021
Q1 | $96K | Buy |
1,088
+242
| +29% | +$21.4K | 0.03% | 419 |
|
|
2020
Q4 | $78K | Buy |
846
+477
| +129% | +$44K | 0.01% | 713 |
|
|
2020
Q3 | $21K | Buy |
+369
| New | +$21K | 0.01% | 577 |
|