North Star Investment Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-31,680
| Closed | -$432K | – | 1083 |
|
2016
Q4 | $432K | Hold |
31,680
| – | – | 0.07% | 247 |
|
2016
Q3 | $574K | Hold |
31,680
| – | – | 0.1% | 197 |
|
2016
Q2 | $433K | Hold |
31,680
| – | – | 0.08% | 222 |
|
2016
Q1 | $369K | Hold |
31,680
| – | – | 0.07% | 232 |
|
2015
Q4 | $557K | Buy |
+31,680
| New | +$557K | 0.11% | 198 |
|