CarsonAllaria 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 |
-3
| Closed | -$1.07K | – | 402 |
|
|
2023
Q1 | $1.07K | Hold |
3
| – | – | ﹤0.01% | 333 |
|
|
2022
Q4 | $1K | Sell |
3
-2
| -40% | -$667 | ﹤0.01% | 335 |
|
|
2022
Q3 | $4K | Hold |
5
| – | – | ﹤0.01% | 252 |
|
|
2022
Q2 | $3K | Hold |
5
| – | – | ﹤0.01% | 270 |
|
|
2022
Q1 | $6K | Hold |
5
| – | – | 0.01% | 237 |
|
|
2021
Q4 | $5K | Buy |
+5
| New | +$5K | ﹤0.01% | 274 |
|