Center for Financial Planning’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-500
| Closed | -$28.8K | – | 617 |
|
|
2023
Q4 | $28.8K | Sell |
500
-311
| -38% | -$17.9K | 0.01% | 277 |
|
|
2023
Q3 | $30.9K | Hold |
811
| – | – | 0.01% | 259 |
|
|
2023
Q2 | $34.7K | Hold |
811
| – | – | 0.01% | 271 |
|
|
2023
Q1 | $32.3K | Hold |
811
| – | – | 0.01% | 257 |
|
|
2022
Q4 | $24.9K | Buy |
+811
| New | +$24.9K | 0.01% | 279 |
|
|
2021
Q2 | – | Sell |
-657
| Closed | -$27K | – | 548 |
|
|
2021
Q1 | $27K | Hold |
657
| – | – | 0.01% | 274 |
|
|
2020
Q4 | $21K | Hold |
657
| – | – | 0.01% | 280 |
|
|
2020
Q3 | $17K | Buy |
657
+389
| +145% | +$10.1K | 0.01% | 276 |
|
|
2020
Q2 | $6K | Buy |
+268
| New | +$6K | ﹤0.01% | 354 |
|