Cetera Advisors’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-201
| Closed | -$384K | – | 1512 |
|
|
2021
Q3 | $384K | Sell |
201
-33
| -14% | -$63K | 0.01% | 985 |
|
|
2021
Q2 | $969K | Buy |
234
+155
| +196% | +$642K | 0.02% | 557 |
|
|
2021
Q1 | $272K | Buy |
+79
| New | +$272K | 0.01% | 1002 |
|
|
2020
Q4 | – | Sell |
-45
| Closed | -$282K | – | 1066 |
|
|
2020
Q3 | $282K | Buy |
+45
| New | +$282K | 0.01% | 754 |
|