Hillsdale Investment Management’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.33M Buy
2024
Q1
Sell
2023
Q4
$3.34M Sell
2023
Q3
$3.7M Buy
2023
Q2
$3.56K Buy
2022
Q1
Sell
2021
Q4
$796K Buy
2019
Q4
Sell
2019
Q3
$3.44M Buy
2019
Q2
$3.78M Sell
2019
Q1
$3.47M Buy
2018
Q4
$2.16M Buy
2018
Q3
$1.88M Buy