Vident Advisory’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 |
-2,796
| Closed | -$212K | – | 1708 |
|
|
2025
Q1 | $212K | Buy |
2,796
+604
| +28% | +$45.9K | ﹤0.01% | 1422 |
|
|
2024
Q4 | $240K | Buy |
+2,192
| New | +$240K | ﹤0.01% | 1255 |
|
|
2024
Q1 | – | Sell |
-2,881
| Closed | -$293K | – | 1442 |
|
|
2023
Q4 | $293K | Buy |
2,881
+72
| +3% | +$7.31K | 0.01% | 1014 |
|
|
2023
Q3 | $285K | Buy |
+2,809
| New | +$285K | 0.01% | 938 |
|