Global Retirement Partners’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1 | Buy |
+1
| New | +$1 | ﹤0.01% | 3789 |
|
|
2024
Q4 | – | Sell |
-4
| Closed | -$44 | – | 3639 |
|
|
2024
Q3 | $44 | Hold |
4
| – | – | ﹤0.01% | 3444 |
|
|
2024
Q2 | $80 | Hold |
4
| – | – | ﹤0.01% | 3462 |
|
|
2024
Q1 | $235 | Hold |
4
| – | – | ﹤0.01% | 3241 |
|
|
2023
Q4 | $314 | Hold |
4
| – | – | ﹤0.01% | 3168 |
|
|
2023
Q3 | $405 | Hold |
4
| – | – | ﹤0.01% | 3011 |
|
|
2023
Q2 | $872 | Hold |
4
| – | – | ﹤0.01% | 2815 |
|
|
2023
Q1 | $1.14K | Hold |
4
| – | – | ﹤0.01% | 2692 |
|
|
2022
Q4 | $1.44K | Hold |
4
| – | – | ﹤0.01% | 2474 |
|
|
2022
Q3 | $3K | Hold |
4
| – | – | ﹤0.01% | 2170 |
|
|
2022
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 2294 |
|
|
2022
Q1 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 2261 |
|
|
2021
Q4 | – | Sell |
-4
| Closed | -$7K | – | 1814 |
|
|
2021
Q3 | $7K | Sell |
4
-1
| -20% | -$1.75K | ﹤0.01% | 1536 |
|
|
2021
Q2 | $20K | Hold |
5
| – | – | ﹤0.01% | 1189 |
|
|
2021
Q1 | $17K | Buy |
5
+1
| +25% | +$3.4K | ﹤0.01% | 1152 |
|
|
2020
Q4 | $19K | Buy |
+4
| New | +$19K | ﹤0.01% | 1056 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1596 |
|
|
2019
Q3 | – | Sell |
-9
| Closed | -$7K | – | 1697 |
|
|
2019
Q2 | $7K | Buy |
+9
| New | +$7K | ﹤0.01% | 1216 |
|