Manchester Capital Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-31
| Closed | -$3.14K | – | 1089 |
|
|
2023
Q3 | $3.14K | Hold |
31
| – | – | ﹤0.01% | 709 |
|
|
2023
Q2 | $3.15K | Sell |
31
-6
| -16% | -$610 | ﹤0.01% | 677 |
|
|
2023
Q1 | $3.79K | Sell |
37
-5
| -12% | -$512 | ﹤0.01% | 662 |
|
|
2022
Q4 | $3.53K | Buy |
42
+10
| +31% | +$840 | ﹤0.01% | 589 |
|
|
2022
Q3 | $2K | Sell |
32
-12
| -27% | -$750 | ﹤0.01% | 692 |
|
|
2022
Q2 | $3K | Sell |
44
-35
| -44% | -$2.39K | ﹤0.01% | 661 |
|
|
2022
Q1 | $9K | Sell |
79
-3
| -4% | -$342 | ﹤0.01% | 563 |
|
|
2021
Q4 | $11K | Buy |
82
+6
| +8% | +$805 | ﹤0.01% | 559 |
|
|
2021
Q3 | $11K | Buy |
+76
| New | +$11K | ﹤0.01% | 585 |
|