Hillsdale Investment 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 | – | Sell |
-43,880
| Closed | -$3.33M | – | 723 |
|
|
2025
Q1 | $3.33M | Buy |
+43,880
| New | +$3.33M | 0.17% | 168 |
|
|
2024
Q1 | – | Sell |
-32,850
| Closed | -$3.34M | – | 683 |
|
|
2023
Q4 | $3.34M | Sell |
32,850
-3,710
| -10% | -$377K | 0.27% | 145 |
|
|
2023
Q3 | $3.7M | Buy |
36,560
+36,525
| +104,357% | +$3.7M | 0.34% | 110 |
|
|
2023
Q2 | $3.56K | Buy |
+35
| New | +$3.56K | ﹤0.01% | 493 |
|
|
2022
Q1 | – | Sell |
-6,100
| Closed | -$796K | – | 629 |
|
|
2021
Q4 | $796K | Buy |
+6,100
| New | +$796K | 0.05% | 289 |
|
|
2019
Q4 | – | Sell |
-78,500
| Closed | -$3.44M | – | 669 |
|
|
2019
Q3 | $3.44M | Buy |
78,500
+13,500
| +21% | +$592K | 0.3% | 96 |
|
|
2019
Q2 | $3.78M | Sell |
65,000
-3,400
| -5% | -$198K | 0.37% | 49 |
|
|
2019
Q1 | $3.47M | Buy |
68,400
+8,200
| +14% | +$416K | 0.31% | 48 |
|
|
2018
Q4 | $2.16M | Buy |
60,200
+12,500
| +26% | +$449K | 0.26% | 76 |
|
|
2018
Q3 | $1.88M | Buy |
+47,700
| New | +$1.88M | 0.25% | 69 |
|