GWS
Glassman Wealth Services’s Workhorse Group WKHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-949
| Closed | -$1.26K | – | 2027 |
|
|
2023
Q1 | $1.26K | Buy |
949
+561
| +145% | +$746 | ﹤0.01% | 1360 |
|
|
2022
Q4 | $590 | Buy |
+388
| New | +$590 | ﹤0.01% | 1588 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$4K | – | 1956 |
|
|
2021
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q2 | $8K | Buy |
500
+461
| +1,182% | +$7.38K | ﹤0.01% | 813 |
|
|
2021
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 1344 |
|
|
2020
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 1298 |
|
|
2020
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 1261 |
|
|
2020
Q2 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1135 |
|