InceptionR’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 |
-3,655
| Closed | -$277K | – | 872 |
|
|
2025
Q1 | $277K | Buy |
+3,655
| New | +$277K | 0.08% | 395 |
|
|
2024
Q4 | – | Sell |
-4,979
| Closed | -$394K | – | 894 |
|
|
2024
Q3 | $394K | Sell |
4,979
-1,277
| -20% | -$101K | 0.1% | 385 |
|
|
2024
Q2 | $457K | Buy |
+6,256
| New | +$457K | 0.13% | 306 |
|
|
2023
Q4 | – | Sell |
-5,893
| Closed | -$597K | – | 541 |
|
|
2023
Q3 | $597K | Buy |
+5,893
| New | +$597K | 0.34% | 108 |
|
|
2023
Q2 | – | Sell |
-7,540
| Closed | -$772K | – | 628 |
|
|
2023
Q1 | $772K | Buy |
+7,540
| New | +$772K | 0.25% | 158 |
|