Cape Investment Advisory’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161 | Hold |
146
| – | – | ﹤0.01% | 1123 |
|
|
2025
Q1 | $269 | Buy |
146
+134
| +1,117% | +$247 | ﹤0.01% | 1042 |
|
|
2024
Q4 | $102 | Hold |
12
| – | – | ﹤0.01% | 1099 |
|
|
2024
Q3 | $127 | Hold |
12
| – | – | ﹤0.01% | 936 |
|
|
2024
Q2 | $229 | Buy |
+12
| New | +$229 | ﹤0.01% | 889 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$53 | – | 1186 |
|
|
2023
Q4 | $53 | Hold |
1
| – | – | ﹤0.01% | 1119 |
|
|
2023
Q3 | $132 | Hold |
1
| – | – | ﹤0.01% | 906 |
|
|
2023
Q2 | $277 | Hold |
1
| – | – | ﹤0.01% | 873 |
|
|
2023
Q1 | $423 | Buy |
+1
| New | +$423 | ﹤0.01% | 915 |
|