Y-Intercept (HK)’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
+40,883
| New | +$2.8M | 0.07% | 455 |
|
|
2024
Q4 | – | Sell |
-10,587
| Closed | -$838K | – | 1712 |
|
|
2024
Q3 | $838K | Sell |
10,587
-1,006
| -9% | -$79.6K | 0.05% | 523 |
|
|
2024
Q2 | $846K | Buy |
+11,593
| New | +$846K | 0.05% | 563 |
|
|
2023
Q2 | – | Sell |
-13,045
| Closed | -$1.34M | – | 1770 |
|
|
2023
Q1 | $1.34M | Buy |
+13,045
| New | +$1.34M | 0.16% | 187 |
|
|
2021
Q4 | – | Sell |
-2,498
| Closed | -$352K | – | 921 |
|
|
2021
Q3 | $352K | Buy |
+2,498
| New | +$352K | 0.06% | 426 |
|