Jupiter Investment Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,108
| Closed | -$162K | – | 451 |
|
|
2018
Q3 | $162K | Hold |
4,108
| – | – | ﹤0.01% | 338 |
|
|
2018
Q2 | $100K | Sell |
4,108
-1,023
| -20% | -$24.9K | ﹤0.01% | 355 |
|
|
2018
Q1 | $121K | Hold |
5,131
| – | – | ﹤0.01% | 343 |
|
|
2017
Q4 | $109K | Hold |
5,131
| – | – | ﹤0.01% | 328 |
|
|
2017
Q3 | $106K | Buy |
+5,131
| New | +$106K | ﹤0.01% | 314 |
|