Meitav Investment House’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,631
| Closed | -$241K | – | 483 |
|
|
2020
Q4 | $241K | Buy |
+2,631
| New | +$241K | 0.01% | 373 |
|
|
2020
Q1 | – | Sell |
-7,002
| Closed | -$294K | – | 456 |
|
|
2019
Q4 | $294K | Buy |
7,002
+458
| +7% | +$19.2K | 0.02% | 335 |
|
|
2019
Q3 | $292K | Buy |
6,544
+70
| +1% | +$3.12K | 0.02% | 343 |
|
|
2019
Q2 | $371K | Buy |
+6,474
| New | +$371K | 0.02% | 293 |
|