CIM Investment 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
Q3 | – | Sell |
-94
| Closed | -$20.6K | – | 293 |
|
|
2023
Q2 | $20.6K | Hold |
94
| – | – | 0.01% | 275 |
|
|
2023
Q1 | $31.4K | Buy |
94
+3
| +3% | +$1K | 0.01% | 264 |
|
|
2022
Q4 | $34.6K | Hold |
91
| – | – | 0.01% | 245 |
|
|
2022
Q3 | $65K | Hold |
91
| – | – | 0.03% | 217 |
|
|
2022
Q2 | $59K | Hold |
91
| – | – | 0.02% | 229 |
|
|
2022
Q1 | $114K | Sell |
91
-11
| -11% | -$13.8K | 0.04% | 245 |
|
|
2021
Q4 | $111K | Buy |
102
+61
| +149% | +$66.4K | 0.03% | 294 |
|
|
2021
Q3 | $79K | Hold |
41
| – | – | 0.02% | 296 |
|
|
2021
Q2 | $170K | Hold |
41
| – | – | 0.05% | 292 |
|
|
2021
Q1 | $141K | Sell |
41
-3
| -7% | -$10.3K | 0.04% | 295 |
|
|
2020
Q4 | $215K | Buy |
+44
| New | +$215K | 0.07% | 264 |
|