BerganKDV 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 | $436 | Hold |
2
| – | – | ﹤0.01% | 821 |
|
|
2023
Q1 | $665 | Hold |
2
| – | – | ﹤0.01% | 948 |
|
|
2022
Q4 | $760 | Hold |
2
| – | – | ﹤0.01% | 912 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 939 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 950 |
|
|
2022
Q1 | $3K | Hold |
2
| – | – | ﹤0.01% | 824 |
|
|
2021
Q4 | $2K | Hold |
2
| – | – | ﹤0.01% | 946 |
|
|
2021
Q3 | $4K | Hold |
2
| – | – | ﹤0.01% | 799 |
|
|
2021
Q2 | $8K | Hold |
2
| – | – | ﹤0.01% | 650 |
|
|
2021
Q1 | $7K | Hold |
2
| – | – | ﹤0.01% | 629 |
|
|
2020
Q4 | $10K | Hold |
2
| – | – | ﹤0.01% | 579 |
|
|
2020
Q3 | $13K | Hold |
2
| – | – | ﹤0.01% | 485 |
|
|
2020
Q2 | $10K | Buy |
+2
| New | +$10K | ﹤0.01% | 546 |
|