Weld Capital Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-22,810
| Closed | -$1.27M | – | 708 |
|
|
2020
Q3 | $1.27M | Buy |
22,810
+15,971
| +234% | +$891K | 0.5% | 37 |
|
|
2020
Q2 | $366K | Buy |
+6,839
| New | +$366K | 0.14% | 227 |
|
|
2019
Q4 | – | Sell |
-8,852
| Closed | -$388K | – | 960 |
|
|
2019
Q3 | $388K | Buy |
8,852
+1,729
| +24% | +$75.8K | 0.07% | 476 |
|
|
2019
Q2 | $414K | Buy |
+7,123
| New | +$414K | 0.08% | 448 |
|