Atria Wealth Solutions’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-57
| Closed | -$3.37K | – | 2050 |
|
|
2024
Q1 | $3.37K | Sell |
57
-1
| -2% | -$59 | ﹤0.01% | 1940 |
|
|
2023
Q4 | $5.25K | Sell |
58
-28
| -33% | -$2.53K | ﹤0.01% | 1911 |
|
|
2023
Q3 | $8.88K | Hold |
86
| – | – | ﹤0.01% | 1838 |
|
|
2023
Q2 | $18.7K | Sell |
86
-1
| -1% | -$217 | ﹤0.01% | 1839 |
|
|
2023
Q1 | $28.9K | Hold |
87
| – | – | ﹤0.01% | 1820 |
|
|
2022
Q4 | $33K | Buy |
87
+1
| +1% | +$380 | ﹤0.01% | 1758 |
|
|
2022
Q3 | $61.9K | Sell |
86
-6
| -7% | -$4.32K | ﹤0.01% | 1673 |
|
|
2022
Q2 | $60K | Buy |
+92
| New | +$60K | ﹤0.01% | 1540 |
|