Seven Eight Capital’s Workiva WK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,440
| Closed | -$351K | – | 650 |
|
2024
Q3 | $351K | Sell |
4,440
-16,965
| -79% | -$1.34M | 0.03% | 621 |
|
2024
Q2 | $1.56M | Buy |
+21,405
| New | +$1.56M | 0.16% | 206 |
|
2021
Q4 | – | Sell |
-5,870
| Closed | -$827K | – | 693 |
|
2021
Q3 | $827K | Buy |
+5,870
| New | +$827K | 0.08% | 343 |
|
2021
Q2 | – | Sell |
-3,600
| Closed | -$330K | – | 723 |
|
2021
Q1 | $330K | Hold |
3,600
| – | – | 0.08% | 319 |
|
2020
Q4 | $330K | Buy |
+3,600
| New | +$330K | 0.08% | 323 |
|
2019
Q3 | – | Sell |
-5,800
| Closed | -$337K | – | 747 |
|
2019
Q2 | $337K | Buy |
+5,800
| New | +$337K | 0.02% | 527 |
|