9258 Wealth Management’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-42
| Closed | -$2.44K | – | 354 |
|
|
2024
Q1 | $2.44K | Buy |
+42
| New | +$2.44K | ﹤0.01% | 347 |
|
|
2023
Q4 | – | Sell |
-42
| Closed | -$4.31K | – | 337 |
|
|
2023
Q3 | $4.31K | Hold |
42
| – | – | ﹤0.01% | 323 |
|
|
2023
Q2 | $9.07K | Hold |
42
| – | – | ﹤0.01% | 318 |
|
|
2023
Q1 | $13.8K | Hold |
42
| – | – | ﹤0.01% | 320 |
|
|
2022
Q4 | $15.8K | Hold |
42
| – | – | ﹤0.01% | 324 |
|
|
2022
Q3 | $30K | Hold |
42
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $27K | Sell |
42
-8
| -16% | -$5.14K | 0.01% | 332 |
|
|
2022
Q1 | $62K | Buy |
50
+7
| +16% | +$8.68K | 0.01% | 351 |
|
|
2021
Q4 | $47K | Hold |
43
| – | – | 0.01% | 367 |
|
|
2021
Q3 | $82K | Hold |
43
| – | – | 0.02% | 344 |
|
|
2021
Q2 | $179K | Sell |
43
-4
| -9% | -$16.7K | 0.05% | 333 |
|
|
2021
Q1 | $162K | Buy |
+47
| New | +$162K | 0.05% | 316 |
|