SIC
SJS Investment Consulting’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137 | Buy |
2
+1
| +100% | +$69 | ﹤0.01% | 1442 |
|
|
2025
Q1 | $76 | Hold |
1
| – | – | ﹤0.01% | 1540 |
|
|
2024
Q4 | $110 | Buy |
+1
| New | +$110 | ﹤0.01% | 1515 |
|
|
2024
Q1 | – | Sell |
-2
| Closed | -$204 | – | 1691 |
|
|
2023
Q4 | $204 | Hold |
2
| – | – | ﹤0.01% | 1452 |
|
|
2023
Q3 | $203 | Hold |
2
| – | – | ﹤0.01% | 1450 |
|
|
2023
Q2 | $204 | Sell |
2
-1
| -33% | -$102 | ﹤0.01% | 1401 |
|
|
2023
Q1 | $308 | Buy |
+3
| New | +$308 | ﹤0.01% | 1277 |
|