HAG
HighPoint Advisor Group’s Workhorse Group WKHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,024
| Closed | -$2K | – | 638 |
|
|
2024
Q1 | $2K | Hold |
13,024
| – | – | ﹤0.01% | 643 |
|
|
2023
Q4 | $3K | Buy |
+13,024
| New | +$3K | ﹤0.01% | 645 |
|
|
2022
Q2 | $41K | Buy |
+15,013
| New | +$41K | ﹤0.01% | 517 |
|
|
2021
Q3 | $83K | Buy |
+10,800
| New | +$83K | 0.01% | 541 |
|
|
2021
Q2 | – | Sell |
-11,813
| Closed | -$154K | – | 569 |
|
|
2021
Q1 | $154K | Buy |
11,813
+4,816
| +69% | +$62.8K | 0.02% | 473 |
|
|
2020
Q4 | $281K | Buy |
+6,997
| New | +$281K | 0.03% | 363 |
|