Beaird Harris Wealth Management’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$356 | – | 497 |
|
|
2023
Q1 | $356 | Hold |
1
| – | – | ﹤0.01% | 449 |
|
|
2022
Q4 | $407 | Hold |
1
| – | – | ﹤0.01% | 706 |
|
|
2022
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 471 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | -$1K | – | 625 |
|
|
2022
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 586 |
|
|
2021
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 634 |
|