Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17 | Sell |
2
-8
| -80% | -$68 | ﹤0.01% | 1140 |
|
|
2024
Q3 | $107 | Hold |
10
| – | – | ﹤0.01% | 461 |
|
|
2024
Q2 | $193 | Hold |
10
| – | – | ﹤0.01% | 461 |
|
|
2024
Q1 | $575 | Sell |
10
-4
| -29% | -$230 | ﹤0.01% | 471 |
|
|
2023
Q4 | $1.24K | Buy |
14
+4
| +40% | +$355 | ﹤0.01% | 404 |
|
|
2023
Q3 | $1.02K | Hold |
10
| – | – | ﹤0.01% | 421 |
|
|
2023
Q2 | $2.14K | Hold |
10
| – | – | ﹤0.01% | 416 |
|
|
2023
Q1 | $3.26K | Hold |
10
| – | – | ﹤0.01% | 379 |
|
|
2022
Q4 | $3.72K | Buy |
+10
| New | +$3.72K | ﹤0.01% | 384 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | -$2K | – | 603 |
|
|
2021
Q4 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 412 |
|