Envestnet Asset Management’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-71
| Closed | -$77K | – | 4075 |
|
|
2021
Q4 | $77K | Buy |
71
+10
| +16% | +$10.8K | ﹤0.01% | 3783 |
|
|
2021
Q3 | $117K | Buy |
61
+4
| +7% | +$7.67K | ﹤0.01% | 3577 |
|
|
2021
Q2 | $237K | Sell |
57
-24
| -30% | -$99.8K | ﹤0.01% | 3418 |
|
|
2021
Q1 | $278K | Buy |
81
+3
| +4% | +$10.3K | ﹤0.01% | 3173 |
|
|
2020
Q4 | $388K | Buy |
+78
| New | +$388K | ﹤0.01% | 2786 |
|