Potrero Capital Research’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-21,490
| Closed | -$695K | – | 53 |
|
|
2020
Q1 | $695K | Buy |
+21,490
| New | +$695K | 0.49% | 36 |
|
|
2018
Q2 | – | Sell |
-228,092
| Closed | -$5.41M | – | 51 |
|
|
2018
Q1 | $5.41M | Buy |
228,092
+20,000
| +10% | +$474K | 4.05% | 7 |
|
|
2017
Q4 | $4.45M | Hold |
208,092
| – | – | 3.66% | 9 |
|
|
2017
Q3 | $4.34M | Hold |
208,092
| – | – | 3.65% | 11 |
|
|
2017
Q2 | $3.96M | Hold |
208,092
| – | – | 3.7% | 12 |
|
|
2017
Q1 | $3.26M | Buy |
208,092
+3,016
| +1% | +$47.2K | 2.89% | 15 |
|
|
2016
Q4 | $2.8M | Buy |
205,076
+113,469
| +124% | +$1.55M | 2.63% | 14 |
|
|
2016
Q3 | $1.66M | Buy |
+91,607
| New | +$1.66M | 1.55% | 20 |
|