Harvest Fund Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Hold |
3,940
| – | – | 0.02% | 260 |
|
|
2025
Q1 | $431K | Hold |
3,940
| – | – | 0.02% | 291 |
|
|
2024
Q4 | $431K | Buy |
+3,940
| New | +$431K | 0.02% | 354 |
|
|
2023
Q4 | – | Sell |
-536
| Closed | -$54K | – | 713 |
|
|
2023
Q3 | $54K | Buy |
+536
| New | +$54K | 0.01% | 398 |
|
|
2022
Q2 | – | Sell |
-165
| Closed | -$19K | – | 760 |
|
|
2022
Q1 | $19K | Hold |
165
| – | – | ﹤0.01% | 582 |
|
|
2021
Q4 | $21K | Sell |
165
-207
| -56% | -$26.3K | ﹤0.01% | 608 |
|
|
2021
Q3 | $52K | Buy |
+372
| New | +$52K | 0.01% | 393 |
|