CAPTRUST Financial Advisors’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5
| Closed | -$3K | – | 4069 |
|
|
2022
Q2 | $3K | Sell |
5
-2
| -29% | -$1.2K | ﹤0.01% | 4356 |
|
|
2022
Q1 | $9K | Buy |
7
+3
| +75% | +$3.86K | ﹤0.01% | 3870 |
|
|
2021
Q4 | $5K | Buy |
4
+1
| +33% | +$1.25K | ﹤0.01% | 4099 |
|
|
2021
Q3 | $6K | Sell |
3
-5
| -63% | -$10K | ﹤0.01% | 3895 |
|
|
2021
Q2 | $33K | Sell |
8
-6
| -43% | -$24.8K | ﹤0.01% | 2782 |
|
|
2021
Q1 | $47K | Sell |
14
-1
| -7% | -$3.36K | ﹤0.01% | 2470 |
|
|
2020
Q4 | $76K | Buy |
15
+7
| +88% | +$35.5K | ﹤0.01% | 1647 |
|
|
2020
Q3 | $47K | Hold |
8
| – | – | ﹤0.01% | 1660 |
|
|
2020
Q2 | $40K | Buy |
+8
| New | +$40K | ﹤0.01% | 1706 |
|