AWS
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Atria Wealth Solutions’s Workhorse Group WKHS Stock Holding History

Atria Wealth Solutions’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$3.37K – 2076
2024
Q1 		$3.37K Hold
5
– – ﹤0.01% 1954
2023
Q4 		$5.25K Sell
5
-2
-29% -$2.39K ﹤0.01% 1923
2023
Q3 		$8.88K Hold
7
– – ﹤0.01% 1850
2023
Q2 		$18.7K Hold
7
– – ﹤0.01% 1846
2023
Q1 		$28.9K Hold
7
– – ﹤0.01% 1829
2022
Q4 		$33K Hold
7
– – ﹤0.01% 1767
2022
Q3 		$61.9K Sell
7
-1
-13% -$9.72K ﹤0.01% 1682
2022
Q2 		$60K Buy
+8
New +$75.5K ﹤0.01% 1572

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