Corient Private Wealth
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Corient Private Wealth’s Workhorse Group WKHS Stock Holding History

Corient Private Wealth’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-222
Closed -$73.6K – 2153
2023
Q1 		$73.6K Buy
222
+179
+416% +$59.4K ﹤0.01% 1900
2022
Q4 		$16.4K Buy
+43
New +$16.4K ﹤0.01% 1664