Paloma Partners’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,114
| Closed | -$537K | – | 1781 |
|
|
2021
Q4 | $537K | Sell |
4,114
-7,919
| -66% | -$1.03M | 0.01% | 849 |
|
|
2021
Q3 | $1.7M | Buy |
+12,033
| New | +$1.7M | 0.04% | 195 |
|
|
2020
Q4 | – | Sell |
-4,605
| Closed | -$256K | – | 2005 |
|
|
2020
Q3 | $256K | Buy |
+4,605
| New | +$256K | 0.01% | 1428 |
|