Clearstead Advisors’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2 | Hold |
1
| – | – | ﹤0.01% | 2728 |
|
|
2025
Q1 | $2 | Buy |
+1
| New | +$2 | ﹤0.01% | 2189 |
|
|
2024
Q4 | – | Hold |
0
| – | -$1 | – | 2092 |
|
|
2024
Q3 | – | Hold |
0
| – | -$2 | – | 2035 |
|
|
2024
Q2 | – | Hold |
0
| – | -$1 | – | 2022 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1539 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$104 | – | 1650 |
|
|
2023
Q3 | $104 | Hold |
1
| – | – | ﹤0.01% | 1505 |
|
|
2023
Q2 | $109 | Hold |
1
| – | – | ﹤0.01% | 1349 |
|
|
2023
Q1 | $167 | Hold |
1
| – | – | ﹤0.01% | 1344 |
|
|
2022
Q4 | $190 | Hold |
1
| – | – | ﹤0.01% | 1273 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1375 |
|
|
2022
Q2 | $0 | Sell |
1
-19
| -95% | – | ﹤0.01% | 1464 |
|
|
2022
Q1 | $24K | Hold |
20
| – | – | ﹤0.01% | 827 |
|
|
2021
Q4 | $21K | Hold |
20
| – | – | ﹤0.01% | 821 |
|
|
2021
Q3 | $37K | Hold |
20
| – | – | ﹤0.01% | 657 |
|
|
2021
Q2 | $81K | Hold |
20
| – | – | 0.01% | 487 |
|
|
2021
Q1 | $67K | Sell |
20
-1
| -5% | -$3.35K | 0.01% | 503 |
|
|
2020
Q4 | $106K | Hold |
21
| – | – | 0.01% | 403 |
|
|
2020
Q3 | $135K | Buy |
+21
| New | +$135K | 0.01% | 326 |
|