EWA
EverSource Wealth Advisors’s Workhorse Group WKHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1 | Sell |
1
-2
| -67% | -$2 | ﹤0.01% | 4240 |
|
|
2025
Q1 | $6 | Buy |
3
+2
| +200% | +$4 | ﹤0.01% | 4001 |
|
|
2024
Q4 | $1 | Hold |
1
| – | – | ﹤0.01% | 3748 |
|
|
2024
Q3 | $1 | Hold |
1
| – | – | ﹤0.01% | 3032 |
|
|
2024
Q2 | $1 | Sell |
1
-9
| -90% | -$9 | ﹤0.01% | 3059 |
|
|
2024
Q1 | $2 | Sell |
10
-1,238
| -99% | -$248 | ﹤0.01% | 2893 |
|
|
2023
Q4 | $450 | Buy |
1,248
+1,238
| +12,380% | +$446 | ﹤0.01% | 2542 |
|
|
2023
Q3 | $4 | Hold |
10
| – | – | ﹤0.01% | 2489 |
|
|
2023
Q2 | $9 | Buy |
+10
| New | +$9 | ﹤0.01% | 2482 |
|
|
2023
Q1 | – | Sell |
-111
| Closed | -$169 | – | 2558 |
|
|
2022
Q4 | $169 | Hold |
111
| – | – | ﹤0.01% | 2260 |
|
|
2022
Q3 | $0 | Buy |
111
+92
| +484% | – | ﹤0.01% | 2162 |
|
|
2022
Q2 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1904 |
|
|
2022
Q1 | – | Sell |
-280
| Closed | -$1K | – | 1868 |
|
|
2021
Q4 | $1K | Buy |
+280
| New | +$1K | ﹤0.01% | 1740 |
|