Prelude Capital Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,792
| Closed | -$253K | – | 1959 |
|
|
2021
Q3 | $253K | Sell |
1,792
-1,250
| -41% | -$176K | 0.01% | 929 |
|
|
2021
Q2 | $339K | Buy |
+3,042
| New | +$339K | 0.01% | 923 |
|
|
2020
Q1 | – | Sell |
-393
| Closed | -$17K | – | 1619 |
|
|
2019
Q4 | $17K | Sell |
393
-7
| -2% | -$303 | ﹤0.01% | 1180 |
|
|
2019
Q3 | $18K | Buy |
400
+60
| +18% | +$2.7K | ﹤0.01% | 956 |
|
|
2019
Q2 | $20K | Hold |
340
| – | – | ﹤0.01% | 925 |
|
|
2019
Q1 | $17K | Buy |
+340
| New | +$17K | ﹤0.01% | 973 |
|