Pictet Asset Management (Switzerland)’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $581K | Buy |
5,712
+234
| +4% | +$23.8K | ﹤0.01% | 1175 |
|
|
2023
Q1 | $561K | Hold |
5,478
| – | – | ﹤0.01% | 1180 |
|
|
2022
Q4 | $460K | Buy |
5,478
+2,623
| +92% | +$220K | ﹤0.01% | 1283 |
|
|
2022
Q3 | $222K | Buy |
+2,855
| New | +$222K | ﹤0.01% | 1367 |
|
|
2022
Q2 | – | Sell |
-2,649
| Closed | -$313K | – | 1688 |
|
|
2022
Q1 | $313K | Hold |
2,649
| – | – | ﹤0.01% | 1338 |
|
|
2021
Q4 | $346K | Buy |
2,649
+14
| +0.5% | +$1.83K | ﹤0.01% | 1324 |
|
|
2021
Q3 | $371K | Buy |
+2,635
| New | +$371K | ﹤0.01% | 1314 |
|