AE 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
Q1 | – | Sell |
-81
| Closed | -$5.74K | – | 1994 |
|
|
2023
Q4 | $5.74K | Buy |
81
+10
| +14% | +$709 | ﹤0.01% | 2029 |
|
|
2023
Q3 | $7.38K | Sell |
71
-10
| -12% | -$1.04K | ﹤0.01% | 1924 |
|
|
2023
Q2 | $17.7K | Buy |
81
+12
| +17% | +$2.63K | ﹤0.01% | 1863 |
|
|
2023
Q1 | $22.9K | Sell |
69
-1
| -1% | -$332 | ﹤0.01% | 1838 |
|
|
2022
Q4 | $26.6K | Buy |
70
+2
| +3% | +$759 | ﹤0.01% | 1775 |
|
|
2022
Q3 | $48K | Sell |
68
-1
| -1% | -$706 | ﹤0.01% | 1687 |
|
|
2022
Q2 | $45K | Buy |
69
+27
| +64% | +$17.6K | ﹤0.01% | 1670 |
|
|
2022
Q1 | $53K | Hold |
42
| – | – | ﹤0.01% | 1628 |
|
|
2021
Q4 | $46K | Sell |
42
-7
| -14% | -$7.67K | ﹤0.01% | 1661 |
|
|
2021
Q3 | $94K | Buy |
49
+7
| +17% | +$13.4K | ﹤0.01% | 1555 |
|
|
2021
Q2 | $173K | Sell |
42
-8
| -16% | -$33K | ﹤0.01% | 1507 |
|
|
2021
Q1 | $174K | Sell |
50
-17
| -25% | -$59.2K | ﹤0.01% | 1417 |
|
|
2020
Q4 | $330K | Buy |
67
+15
| +29% | +$73.9K | ﹤0.01% | 1106 |
|
|
2020
Q3 | $327K | Buy |
+52
| New | +$327K | ﹤0.01% | 1010 |
|