Focused Wealth Management’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$288 | – | 926 |
|
|
2023
Q4 | $288 | Sell |
3
-1
| -25% | -$96 | ﹤0.01% | 916 |
|
|
2023
Q3 | $373 | Hold |
4
| – | – | ﹤0.01% | 901 |
|
|
2023
Q2 | $784 | Hold |
4
| – | – | ﹤0.01% | 854 |
|
|
2023
Q1 | $1.2K | Hold |
4
| – | – | ﹤0.01% | 818 |
|
|
2022
Q4 | $1.37K | Hold |
4
| – | – | ﹤0.01% | 790 |
|
|
2022
Q3 | $3K | Hold |
4
| – | – | ﹤0.01% | 702 |
|
|
2022
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 731 |
|
|
2022
Q1 | $5K | Hold |
4
| – | – | ﹤0.01% | 648 |
|
|
2021
Q4 | $4K | Hold |
4
| – | – | ﹤0.01% | 704 |
|
|
2021
Q3 | $7K | Hold |
4
| – | – | ﹤0.01% | 629 |
|
|
2021
Q2 | $15K | Hold |
4
| – | – | ﹤0.01% | 530 |
|
|
2021
Q1 | $12K | Buy |
4
+1
| +33% | +$3K | ﹤0.01% | 537 |
|
|
2020
Q4 | $14K | Buy |
3
+1
| +50% | +$4.67K | ﹤0.01% | 493 |
|
|
2020
Q3 | $15K | Hold |
2
| – | – | ﹤0.01% | 447 |
|
|
2020
Q2 | $7K | Buy |
+2
| New | +$7K | ﹤0.01% | 512 |
|