Sigma Planning Corp’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,700
| Closed | -$201K | – | 1427 |
|
|
2022
Q1 | $201K | Hold |
1,700
| – | – | 0.01% | 1247 |
|
|
2021
Q4 | $222K | Hold |
1,700
| – | – | 0.01% | 1219 |
|
|
2021
Q3 | $240K | Buy |
+1,700
| New | +$240K | 0.01% | 1153 |
|
|
2019
Q2 | – | Sell |
-5,950
| Closed | -$302K | – | 1038 |
|
|
2019
Q1 | $302K | Buy |
+5,950
| New | +$302K | 0.02% | 670 |
|