Advisory Research’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-27,699
| Closed | -$1.05M | – | 415 |
|
|
2021
Q2 | $1.05M | Sell |
27,699
-178,605
| -87% | -$6.74M | 0.07% | 204 |
|
|
2021
Q1 | $8.53M | Sell |
206,304
-8,671
| -4% | -$359K | 0.6% | 63 |
|
|
2020
Q4 | $6.8M | Sell |
214,975
-136,939
| -39% | -$4.33M | 0.5% | 71 |
|
|
2020
Q3 | $8.85M | Buy |
351,914
+83,441
| +31% | +$2.1M | 0.86% | 39 |
|
|
2020
Q2 | $6.17M | Buy |
+268,473
| New | +$6.17M | 0.55% | 57 |
|