Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6
| Closed | -$3K | – | 2614 |
|
|
2022
Q2 | $3K | Hold |
6
| – | – | ﹤0.01% | 2341 |
|
|
2022
Q1 | $7K | Hold |
6
| – | – | ﹤0.01% | 2254 |
|
|
2021
Q4 | $6K | Hold |
6
| – | – | ﹤0.01% | 2376 |
|
|
2021
Q3 | $11K | Hold |
6
| – | – | ﹤0.01% | 2202 |
|
|
2021
Q2 | $20K | Buy |
6
+2
| +50% | +$6.67K | ﹤0.01% | 1926 |
|
|
2021
Q1 | $13K | Hold |
4
| – | – | ﹤0.01% | 2276 |
|
|
2020
Q4 | $14K | Sell |
4
-1
| -20% | -$3.5K | ﹤0.01% | 2095 |
|
|
2020
Q3 | $30K | Buy |
5
+1
| +25% | +$6K | ﹤0.01% | 1472 |
|
|
2020
Q2 | $10K | Hold |
4
| – | – | ﹤0.01% | 1929 |
|
|
2020
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 2303 |
|
|
2019
Q4 | $3K | Hold |
4
| – | – | ﹤0.01% | 2327 |
|
|
2019
Q3 | $3K | Hold |
4
| – | – | ﹤0.01% | 2261 |
|
|
2019
Q2 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 2346 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | -$1K | – | 2492 |
|
|
2018
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 2383 |
|
|
2018
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 2233 |
|
|
2018
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 2066 |
|
|
2017
Q4 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 2057 |
|