Elm Advisors’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,001
| Closed | -$95K | – | 259 |
|
|
2020
Q4 | $95K | Buy |
+3,001
| New | +$95K | 0.06% | 121 |
|
|
2018
Q4 | – | Sell |
-3,690
| Closed | -$99K | – | 274 |
|
|
2018
Q3 | $99K | Buy |
+3,690
| New | +$99K | 0.07% | 122 |
|
|
2014
Q3 | – | Sell |
-8,297
| Closed | -$220K | – | 74 |
|
|
2014
Q2 | $220K | Buy |
+8,297
| New | +$220K | 0.21% | 68 |
|
|
2014
Q1 | – | Sell |
-8,297
| Closed | -$215K | – | 75 |
|
|
2013
Q4 | $215K | Buy |
+8,297
| New | +$215K | 0.21% | 70 |
|