B. Riley Wealth Advisors’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-59
| Closed | -$112K | – | 1501 |
|
|
2021
Q3 | $112K | Sell |
59
-15
| -20% | -$28.5K | ﹤0.01% | 1324 |
|
|
2021
Q2 | $309K | Buy |
74
+1
| +1% | +$4.18K | 0.01% | 1009 |
|
|
2021
Q1 | $251K | Sell |
73
-13
| -15% | -$44.7K | 0.01% | 1086 |
|
|
2020
Q4 | $425K | Buy |
86
+37
| +76% | +$183K | 0.02% | 595 |
|
|
2020
Q3 | $294K | Sell |
49
-16
| -25% | -$96K | 0.02% | 719 |
|
|
2020
Q2 | $282K | Buy |
+65
| New | +$282K | 0.02% | 650 |
|
|
2019
Q4 | – | Sell |
-67
| Closed | -$59K | – | 909 |
|
|
2019
Q3 | $59K | Buy |
+67
| New | +$59K | 0.01% | 784 |
|