WCM
WK icon

Weld Capital Management’s Workiva WK Stock Holding History

Weld Capital Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-22,810
Closed -$1.27M – 708
2020
Q3 		$1.27M Buy
22,810
+15,971
+234% +$889K 0.5% 37
2020
Q2 		$366K Buy
+6,839
New +$280K 0.14% 227
2019
Q4 		– Sell
-8,852
Closed -$388K – 960
2019
Q3 		$388K Buy
8,852
+1,729
+24% +$91.1K 0.07% 476
2019
Q2 		$414K Buy
+7,123
New +$382K 0.08% 448

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RP
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GIM
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PIMC
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State Street
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