Schroder Investment Management Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,528
| Closed | -$553K | – | 1272 |
|
|
2024
Q2 | $553K | Sell |
7,528
-332
| -4% | -$24.4K | ﹤0.01% | 1092 |
|
|
2024
Q1 | $667K | Buy |
7,860
+2,672
| +52% | +$227K | ﹤0.01% | 1079 |
|
|
2023
Q4 | $540K | Buy |
5,188
+461
| +10% | +$48K | ﹤0.01% | 1085 |
|
|
2023
Q3 | $476K | Sell |
4,727
-274
| -5% | -$27.6K | ﹤0.01% | 1105 |
|
|
2023
Q2 | $496K | Buy |
+5,001
| New | +$496K | ﹤0.01% | 1128 |
|
|
2022
Q4 | – | Sell |
-8,013
| Closed | -$610K | – | 1329 |
|
|
2022
Q3 | $610K | Buy |
+8,013
| New | +$610K | ﹤0.01% | 1107 |
|