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