Secor Capital Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-61,305
| Closed | -$3.11M | – | 231 |
|
2019
Q1 | $3.11M | Buy |
+61,305
| New | +$3.11M | 0.64% | 31 |
|
2018
Q4 | – | Sell |
-80,594
| Closed | -$3.18M | – | 555 |
|
2018
Q3 | $3.18M | Sell |
80,594
-56,115
| -41% | -$2.22M | 0.35% | 73 |
|
2018
Q2 | $3.34M | Buy |
+136,709
| New | +$3.34M | 0.29% | 94 |
|