Vancity Investment Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
15,406
+4,138
| +37% | +$283K | 0.13% | 42 |
|
|
2025
Q1 | $855K | Buy |
+11,268
| New | +$855K | 0.12% | 49 |
|
|
2024
Q3 | $1.18M | Sell |
14,882
-12,416
| -45% | -$982K | 0.14% | 43 |
|
|
2024
Q2 | $2.1M | Buy |
27,298
+13,870
| +103% | +$1.07M | 0.13% | 43 |
|
|
2024
Q1 | $1.14M | Buy |
13,428
+4,316
| +47% | +$366K | 0.14% | 47 |
|
|
2023
Q4 | $925K | Buy |
9,112
+1,113
| +14% | +$113K | 0.14% | 49 |
|
|
2023
Q3 | $811K | Hold |
7,999
| – | – | 0.11% | 55 |
|
|
2023
Q2 | $813K | Hold |
7,999
| – | – | 0.1% | 55 |
|
|
2023
Q1 | $819K | Buy |
+7,999
| New | +$819K | 0.11% | 52 |
|