Versor Investments’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,037
| Closed | -$534K | – | 956 |
|
|
2025
Q1 | $534K | Buy |
+7,037
| New | +$534K | 0.09% | 387 |
|
|
2024
Q4 | – | Sell |
-15,382
| Closed | -$1.22M | – | 1004 |
|
|
2024
Q3 | $1.22M | Buy |
+15,382
| New | +$1.22M | 0.19% | 140 |
|
|
2024
Q1 | – | Sell |
-6,946
| Closed | -$705K | – | 908 |
|
|
2023
Q4 | $705K | Buy |
+6,946
| New | +$705K | 0.14% | 225 |
|
|
2023
Q2 | – | Sell |
-2,541
| Closed | -$260K | – | 858 |
|
|
2023
Q1 | $260K | Buy |
+2,541
| New | +$260K | 0.03% | 551 |
|
|
2022
Q3 | – | Sell |
-6,017
| Closed | -$397K | – | 964 |
|
|
2022
Q2 | $397K | Buy |
6,017
+900
| +18% | +$59.4K | 0.02% | 558 |
|
|
2022
Q1 | $604K | Buy |
5,117
+2,290
| +81% | +$270K | 0.02% | 263 |
|
|
2021
Q4 | $369K | Buy |
2,827
+1,031
| +57% | +$135K | 0.01% | 341 |
|
|
2021
Q3 | $253K | Sell |
1,796
-515
| -22% | -$72.5K | 0.01% | 426 |
|
|
2021
Q2 | $257K | Buy |
+2,311
| New | +$257K | 0.01% | 277 |
|