Gradient Investments’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-585
| Closed | -$27.7K | – | 1309 |
|
2024
Q2 | $27.7K | Hold |
585
| – | – | ﹤0.01% | 584 |
|
2024
Q1 | $36.4K | Sell |
585
-23
| -4% | -$1.43K | ﹤0.01% | 457 |
|
2023
Q4 | $35K | Sell |
608
-378
| -38% | -$21.8K | ﹤0.01% | 611 |
|
2023
Q3 | $37.6K | Hold |
986
| – | – | ﹤0.01% | 564 |
|
2023
Q2 | $42.2K | Buy |
986
+37
| +4% | +$1.59K | ﹤0.01% | 541 |
|
2023
Q1 | $37.8K | Sell |
949
-58
| -6% | -$2.31K | ﹤0.01% | 543 |
|
2022
Q4 | $30.9K | Buy |
1,007
+58
| +6% | +$1.78K | ﹤0.01% | 596 |
|
2022
Q3 | $22K | Hold |
949
| – | – | ﹤0.01% | 658 |
|
2022
Q2 | $26K | Hold |
949
| – | – | ﹤0.01% | 598 |
|
2022
Q1 | $30K | Hold |
949
| – | – | ﹤0.01% | 569 |
|
2021
Q4 | $32K | Hold |
949
| – | – | ﹤0.01% | 573 |
|
2021
Q3 | $31K | Hold |
949
| – | – | ﹤0.01% | 567 |
|
2021
Q2 | $36K | Hold |
949
| – | – | ﹤0.01% | 527 |
|
2021
Q1 | $39K | Hold |
949
| – | – | ﹤0.01% | 500 |
|
2020
Q4 | $24K | Hold |
949
| – | – | ﹤0.01% | 536 |
|
2020
Q3 | $24K | Hold |
949
| – | – | ﹤0.01% | 539 |
|
2020
Q2 | $22K | Hold |
949
| – | – | ﹤0.01% | 515 |
|
2020
Q1 | $15K | Hold |
949
| – | – | ﹤0.01% | 575 |
|
2019
Q4 | $25K | Hold |
949
| – | – | ﹤0.01% | 541 |
|
2019
Q3 | $21K | Buy |
+949
| New | +$21K | ﹤0.01% | 521 |
|