Next Century Growth Investors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-47,845
| Closed | -$4.06M | – | 134 |
|
2024
Q1 | $4.06M | Buy |
47,845
+1,650
| +4% | +$140K | 0.35% | 83 |
|
2023
Q4 | $4.69M | Buy |
46,195
+6,296
| +16% | +$639K | 0.46% | 61 |
|
2023
Q3 | $4.04M | Buy |
39,899
+44
| +0.1% | +$4.46K | 0.44% | 60 |
|
2023
Q2 | $4.05M | Buy |
39,855
+14,575
| +58% | +$1.48M | 0.39% | 66 |
|
2023
Q1 | $2.59M | Sell |
25,280
-523
| -2% | -$53.6K | 0.28% | 75 |
|
2022
Q4 | $2.17M | Buy |
+25,803
| New | +$2.17M | 0.26% | 76 |
|
2016
Q4 | – | Sell |
-668,878
| Closed | -$12.1M | – | 177 |
|
2016
Q3 | $12.1M | Buy |
668,878
+433,838
| +185% | +$7.86M | 0.56% | 62 |
|
2016
Q2 | $3.21M | Buy |
+235,040
| New | +$3.21M | 0.15% | 137 |
|