Sageworth Trust Company of South Dakota’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-362
| Closed | -$37.1K | – | 211 |
|
|
2023
Q1 | $37.1K | Hold |
362
| – | – | 0.09% | 59 |
|
|
2022
Q4 | $30K | Hold |
362
| – | – | 0.07% | 64 |
|
|
2022
Q3 | $28K | Sell |
362
-256
| -41% | -$19.8K | 0.07% | 55 |
|
|
2022
Q2 | $41K | Sell |
618
-785
| -56% | -$52.1K | 0.08% | 59 |
|
|
2022
Q1 | $166K | Hold |
1,403
| – | – | 0.31% | 34 |
|
|
2021
Q4 | $183K | Buy |
+1,403
| New | +$183K | 0.28% | 35 |
|