Advisor Group’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $21K | Sell |
28
-36
| -56% | -$27K | ﹤0.01% | 3922 |
|
|
2019
Q3 | $57K | Buy |
64
+16
| +33% | +$14.3K | ﹤0.01% | 3293 |
|
|
2019
Q2 | $35K | Buy |
48
+4
| +9% | +$2.92K | ﹤0.01% | 3609 |
|
|
2019
Q1 | $7K | Hold |
44
| – | – | ﹤0.01% | 4535 |
|
|
2018
Q4 | $6K | Hold |
44
| – | – | ﹤0.01% | 4438 |
|
|
2018
Q3 | $11K | Hold |
44
| – | – | ﹤0.01% | 4235 |
|
|
2018
Q2 | $20K | Hold |
44
| – | – | ﹤0.01% | 3718 |
|
|
2018
Q1 | $29K | Sell |
44
-18
| -29% | -$11.9K | ﹤0.01% | 3460 |
|
|
2017
Q4 | $39K | Buy |
62
+2
| +3% | +$1.26K | ﹤0.01% | 3262 |
|
|
2017
Q3 | $42K | Buy |
60
+1
| +2% | +$700 | ﹤0.01% | 3068 |
|
|
2017
Q2 | $54K | Buy |
59
+1
| +2% | +$915 | ﹤0.01% | 2797 |
|
|
2017
Q1 | $37K | Buy |
58
+22
| +61% | +$14K | ﹤0.01% | 2955 |
|
|
2016
Q4 | $63K | Buy |
36
+25
| +227% | +$43.8K | ﹤0.01% | 2426 |
|
|
2016
Q3 | $21K | Buy |
11
+8
| +267% | +$15.3K | ﹤0.01% | 3124 |
|
|
2016
Q2 | $4K | Buy |
+3
| New | +$4K | ﹤0.01% | 3891 |
|