Stephens Inc’s Workiva WK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-2,327
| Closed | -$213K | – | 1356 |
|
2020
Q4 | $213K | Buy |
+2,327
| New | +$213K | ﹤0.01% | 1063 |
|
2019
Q4 | – | Sell |
-13,448
| Closed | -$589K | – | 1203 |
|
2019
Q3 | $589K | Sell |
13,448
-8,000
| -37% | -$350K | 0.01% | 705 |
|
2019
Q2 | $1.25M | Buy |
21,448
+480
| +2% | +$27.9K | 0.03% | 527 |
|
2019
Q1 | $1.06M | Buy |
+20,968
| New | +$1.06M | 0.03% | 557 |
|