Vestmark Advisory Solutions’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,113
| Closed | -$621K | – | 877 |
|
|
2023
Q2 | $621K | Sell |
6,113
-338
| -5% | -$34.4K | 0.02% | 544 |
|
|
2023
Q1 | $661K | Buy |
6,451
+266
| +4% | +$27.2K | 0.03% | 526 |
|
|
2022
Q4 | $519K | Sell |
6,185
-451
| -7% | -$37.9K | 0.03% | 554 |
|
|
2022
Q3 | $516K | Buy |
6,636
+2,760
| +71% | +$215K | 0.03% | 533 |
|
|
2022
Q2 | $256K | Buy |
3,876
+33
| +0.9% | +$2.18K | 0.01% | 734 |
|
|
2022
Q1 | $453K | Buy |
+3,843
| New | +$453K | 0.03% | 568 |
|