J. Goldman & Co’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-179,280
| Closed | -$14.2M | – | 497 |
|
|
2024
Q3 | $14.2M | Sell |
179,280
-120,335
| -40% | -$9.52M | 0.4% | 56 |
|
|
2024
Q2 | $21.9M | Buy |
+299,615
| New | +$21.9M | 0.62% | 36 |
|
|
2022
Q2 | – | Sell |
-82,296
| Closed | -$9.71M | – | 367 |
|
|
2022
Q1 | $9.71M | Buy |
+82,296
| New | +$9.71M | 0.44% | 39 |
|
|
2020
Q4 | – | Sell |
-87,203
| Closed | -$4.86M | – | 381 |
|
|
2020
Q3 | $4.86M | Buy |
+87,203
| New | +$4.86M | 0.33% | 77 |
|