New York Life Investment Management’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,371
Closed -$342K 1540
2023
Q4
$342K Sell
3,371
-100
-3% -$10.2K ﹤0.01% 1135
2023
Q3
$352K Sell
3,471
-546
-14% -$55.3K ﹤0.01% 1002
2023
Q2
$408K Sell
4,017
-748
-16% -$76K ﹤0.01% 962
2023
Q1
$488K Buy
+4,765
New +$488K 0.01% 751