Bank of Montreal’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 |
-567
| Closed | -$33.3K | – | 3858 |
|
|
2024
Q1 | $33.3K | Hold |
567
| – | – | ﹤0.01% | 3218 |
|
|
2023
Q4 | $53.3K | Hold |
567
| – | – | ﹤0.01% | 3117 |
|
|
2023
Q3 | $84.6K | Buy |
+567
| New | +$84.6K | ﹤0.01% | 2893 |
|
|
2023
Q2 | – | Sell |
-99
| Closed | -$34.2K | – | 3829 |
|
|
2023
Q1 | $34.2K | Sell |
99
-78
| -44% | -$27K | ﹤0.01% | 3138 |
|
|
2022
Q4 | $67.6K | Buy |
+177
| New | +$67.6K | ﹤0.01% | 3030 |
|
|
2022
Q1 | – | Sell |
-1,025
| Closed | -$1.17M | – | 3738 |
|
|
2021
Q4 | $1.17M | Buy |
+1,025
| New | +$1.17M | ﹤0.01% | 1796 |
|
|
2021
Q3 | – | Sell |
-94
| Closed | -$405K | – | 3694 |
|
|
2021
Q2 | $405K | Sell |
94
-77
| -45% | -$332K | ﹤0.01% | 2807 |
|
|
2021
Q1 | $575K | Sell |
171
-221
| -56% | -$743K | ﹤0.01% | 2223 |
|
|
2020
Q4 | $2.53M | Sell |
392
-46
| -11% | -$296K | ﹤0.01% | 1444 |
|
|
2020
Q3 | $2.62M | Buy |
438
+245
| +127% | +$1.46M | ﹤0.01% | 1345 |
|
|
2020
Q2 | $772K | Sell |
193
-29
| -13% | -$116K | ﹤0.01% | 1764 |
|
|
2020
Q1 | $92K | Buy |
222
+88
| +66% | +$36.5K | ﹤0.01% | 2355 |
|
|
2019
Q4 | $101K | Buy |
134
+22
| +20% | +$16.6K | ﹤0.01% | 2981 |
|
|
2019
Q3 | $98K | Buy |
112
+72
| +180% | +$63K | ﹤0.01% | 2846 |
|
|
2019
Q2 | $29K | Buy |
+40
| New | +$29K | ﹤0.01% | 3499 |
|
|
2017
Q1 | – | Sell |
-3
| Closed | -$5K | – | 3810 |
|
|
2016
Q4 | $5K | Hold |
3
| – | – | ﹤0.01% | 3445 |
|
|
2016
Q3 | $5K | Buy |
+3
| New | +$5K | ﹤0.01% | 3446 |
|