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Concord Wealth Partners’s Workhorse Group WKHS Stock Holding History

Concord Wealth Partners’s Portfolio WKHS Stock Details WKHS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-203
Closed -$3K – 1045
2021
Q2 		$3K Sell
203
-981
-83% -$14.5K ﹤0.01% 849
2021
Q1 		$16K Buy
1,184
+1,094
+1,216% +$14.8K 0.01% 516
2020
Q4 		$2K Buy
+90
New +$2K ﹤0.01% 572