Meeder Asset Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9
| Closed | -$1K | – | 2030 |
|
|
2022
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 2036 |
|
|
2021
Q4 | – | Sell |
-837
| Closed | -$117K | – | 2356 |
|
|
2021
Q3 | $117K | Buy |
+837
| New | +$117K | 0.01% | 862 |
|
|
2019
Q4 | – | Sell |
-6,434
| Closed | -$282K | – | 2432 |
|
|
2019
Q3 | $282K | Buy |
6,434
+4,780
| +289% | +$210K | 0.02% | 524 |
|
|
2019
Q2 | $96K | Buy |
1,654
+1,130
| +216% | +$65.6K | 0.01% | 774 |
|
|
2019
Q1 | $27K | Sell |
524
-1,326
| -72% | -$68.3K | ﹤0.01% | 1009 |
|
|
2018
Q4 | $67K | Buy |
+1,850
| New | +$67K | 0.01% | 744 |
|
|
2017
Q2 | – | Sell |
-747
| Closed | -$12K | – | 1900 |
|
|
2017
Q1 | $12K | Buy |
+747
| New | +$12K | ﹤0.01% | 820 |
|