Asset Planning Services (Pennsylvania)’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-881
| Closed | -$20K | – | 259 |
|
|
2019
Q3 | $20K | Buy |
881
+5
| +0.6% | +$114 | 0.01% | 168 |
|
|
2019
Q2 | $22K | Buy |
876
+5
| +0.6% | +$126 | 0.01% | 163 |
|
|
2019
Q1 | $20K | Buy |
871
+6
| +0.7% | +$138 | 0.01% | 167 |
|
|
2018
Q4 | $19K | Buy |
865
+5
| +0.6% | +$110 | 0.01% | 169 |
|
|
2018
Q3 | $23K | Buy |
860
+5
| +0.6% | +$134 | 0.01% | 164 |
|
|
2018
Q2 | $22K | Buy |
855
+5
| +0.6% | +$129 | 0.01% | 162 |
|
|
2018
Q1 | $23K | Buy |
850
+3
| +0.4% | +$81 | 0.01% | 165 |
|
|
2017
Q4 | $23K | Buy |
847
+5
| +0.6% | +$136 | 0.01% | 170 |
|
|
2017
Q3 | $24K | Buy |
842
+3
| +0.4% | +$86 | 0.01% | 189 |
|
|
2017
Q2 | $26K | Buy |
839
+4
| +0.5% | +$124 | 0.02% | 174 |
|
|
2017
Q1 | $23K | Buy |
+835
| New | +$23K | 0.02% | 184 |
|