Crewe Advisors’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1
| Closed | -$56 | – | 704 |
|
|
2023
Q3 | $56 | Hold |
1
| – | – | ﹤0.01% | 577 |
|
|
2023
Q2 | $118 | Hold |
1
| – | – | ﹤0.01% | 846 |
|
|
2023
Q1 | $180 | Hold |
1
| – | – | ﹤0.01% | 796 |
|
|
2022
Q4 | $205 | Hold |
1
| – | – | ﹤0.01% | 991 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1284 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1163 |
|
|
2022
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 470 |
|
|
2021
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 396 |
|
|
2021
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 390 |
|
|
2021
Q2 | $2K | Buy |
+1
| New | +$2K | ﹤0.01% | 419 |
|