Orion Portfolio Solutions’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 |
-2,212
| Closed | -$206K | – | 1759 |
|
|
2023
Q4 | $206K | Sell |
2,212
-763
| -26% | -$70.9K | ﹤0.01% | 1572 |
|
|
2023
Q3 | $301K | Sell |
2,975
-186
| -6% | -$18.8K | ﹤0.01% | 1378 |
|
|
2023
Q2 | $321K | Buy |
3,161
+1,092
| +53% | +$111K | ﹤0.01% | 1375 |
|
|
2023
Q1 | $212K | Buy |
+2,069
| New | +$212K | ﹤0.01% | 1492 |
|